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Julianna Grace Lauricella

Strategic Advisers LLC

Rochester, NY

Rochester, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Rochester, NY • 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
OrganizationCityStateFromTo
Submeisters Batavia NY 08/2013 09/2016
Giovannas Pizza And Pasta Geneseo NY 07/2016 07/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2017 04/2022
Northwestern Mutual Investment Services Llc Fairport NY 07/2018 04/2022
Native Eatery And Bar Rochester NY 06/2018 01/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2019 04/2022
Fidelity Investments Rochester NY 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 09/2016
    Submeisters
    Batavia, NY
  • 07/2016 → 07/2017
    Giovannas Pizza And Pasta
    Geneseo, NY
  • 05/2017 → 04/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2018 → 04/2022
    Northwestern Mutual Investment Services Llc
    Fairport, NY
  • 06/2018 → 01/2019
    Native Eatery And Bar
    Rochester, NY
  • 08/2019 → 04/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2022 → Present
    Fidelity Investments
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2018-10-22
  • S66 Uniform Combined State Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2018-10-22
Designations
Other Names
  • Julianna Grace Lauricella
  • Julianna Grace Lauricella
  • Julianna Lauricella

View on SEC IAPD

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MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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