Steven M. Mongelli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 06/2020
  Edward Jones Investments
  St Louis, MO
• 08/2008 → 03/2017
  U.S. Army National Guard (Active Duty)
  Manchester, NH
• 08/2020 → 04/2021
  Citizens Investment Service
  Concord, MA
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2017 → 01/2018
  Unemployed - Homemaker
  Townsend, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2020-08-12 → 2021-04-13
  Citizens Securities, Inc.
  Hudson, MA
  Littleton, MA
  Acton, MA
• 2018-04-13 → 2020-07-01
  Edward Jones
  Westford, MA
  Townsend, MA
  St Louis, MO
  Townsend, MA

Other Businesses

OBA-60759|OrgNmn:Townsend Fire-EMS|Org Addr:Townsend,Massachuse,US|OBA Nature:Provide emergency services to |Invst Rel:N|Title:Employee|Duties:Call Fire Fighter. |StrtDt:02-01-12|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-03-29

Other Names

• Steven M Mongelli
• Steven Mongelli