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Daniella Iannuzzi

Strategic Advisers LLC

Burlington, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Boston, MA • 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
Fidelity Investments Burlington MA 06/2019 Present
University Of Massachusetts Amherst Amherst MA 09/2018 06/2019
Fidelity Investments Boston MA 06/2018 09/2018
Unviersity Of Massachusetts Amherst Amherst MA 01/2018 06/2018
University Of Massachusetts Amherst Amherst MA 09/2017 01/2018
Boston Sports Club Lynnfield MA 04/2014 08/2017
Local 439 Sports Bar And Grille Stoneham MA 12/2017 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → Present
    Fidelity Investments
    Burlington, MA
  • 09/2018 → 06/2019
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2018 → 09/2018
    Fidelity Investments
    Boston, MA
  • 01/2018 → 06/2018
    Unviersity Of Massachusetts Amherst
    Amherst, MA
  • 09/2017 → 01/2018
    University Of Massachusetts Amherst
    Amherst, MA
  • 04/2014 → 08/2017
    Boston Sports Club
    Lynnfield, MA
  • 12/2017 → 03/2018
    Local 439 Sports Bar And Grille
    Stoneham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-28
S63 Uniform Securities Agent State Law Examination 2019-11-13
  • S66 Uniform Combined State Law Examination
    2020-07-28
  • S63 Uniform Securities Agent State Law Examination
    2019-11-13
Designations
Other Names
  • Daniella Angela Iannuzzi

View on SEC IAPD

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Other Investors

Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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