Joseph M. Iannuzzi

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

• 05/2019 → 09/2019
  The Barbeque King
  Bohemia, NY
• 08/2016 → 05/2019
  Thomas Jefferson University
  Philadelphia, PA
• 06/2018 → 08/2018
  Bostwick Wealth Management
  Garden City, NY
• 07/2019 → 03/2022
  Ameriprise Financial Services, Inc
  Garden City, NY
• 12/2016 → 12/2016
  Manpower-Fedex Seasonal Help
  Bohemia, NY
• 12/2017 → 12/2017
  Manpower-Fedex Seasonal Help
  Bohemia, NY
• 12/2018 → 12/2018
  Manpower-Fedex Seasonal Help
  Bohemia, NY
• 04/2022 → Present
  Fidelity Investments
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
• 2021-04-16 → 2022-03-22
  Ameriprise Financial Services, Llc
  Garden City, NY
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Joseph Michael Iannuzzi