Noreen M Procaccini

Strategic Advisers LLC

CRD 3099037

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Eagleville, PA • United States

300 Main Street, Exton, PA 19341-3707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	King Of Prussia	PA	12/2021	Present
Sei	Oaks	PA	05/1998	12/2021
Fidelity Investments	Boston	MA	03/2025	Present

12/2021 → Present

Fidelity Investments

King Of Prussia, PA
05/1998 → 12/2021

Sei

Oaks, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

King Of Prussia, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-20

S66 Uniform Combined State Law Examination

2022-07-20

Other Names

Noreen Marie Martin
Noreen M Martin
Noreen M Park
Noreen M Procaccini
Noreen Marie Procaccini

View on SEC IAPD

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