Vincent Louis Venturi

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

• 09/2014 → 06/2018
  Shawnee High School
  Medford, NJ
• 09/2018 → 05/2022
  Rowan University
  Glassboro, NJ
• 07/2017 → 08/2018
  Healthy Pet Llc
  Medford, NJ
• 05/2019 → 08/2019
  Panera Bread
  Marlton, NJ
• 05/2020 → 02/2021
  Door Dash
  Medford, NJ
• 02/2020 → 03/2020
  Yummy Baazar
  Glassboro, NJ
• 06/2020 → 07/2020
  Colonial Chemical Co
  Tabernacle, NJ
• 07/2020 → 12/2021
  Trump National Golf Club
  Pine Hill, NJ
• 06/2022 → 02/2023
  Unemployed
  Medford, NJ
• 03/2023 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
  Medford, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-06-05