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Alexi Caligiuri

Strategic Advisers LLC

Glendale, RI

Smithfield, RI

CRD 7811537

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • RI RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Glendale, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 09/2023 Present
Bankers Life Hauppauge NY 05/2023 08/2023
Ny State Solar Hicksville NY 04/2023 05/2023
Garden Grill Smithtown NY 08/2021 12/2022
Marie Robinson New York, Ny NY 07/2020 08/2021
Eva Scrivo New York, Ny NY 09/2018 07/2020
Maia Salon Smithtown NY 06/2018 09/2018
Christopher Street Salon Commack NY 04/2018 05/2018
Green Turtle Smithtown NY 10/2017 09/2018
Tgif Lake Grove NY 02/2016 01/2017
Smithtown High School East Smithtown NY 09/2014 09/2017
Unemployed Smithtown NY 01/2023 04/2023
  • 09/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2023 → 08/2023
    Bankers Life
    Hauppauge, NY
  • 04/2023 → 05/2023
    Ny State Solar
    Hicksville, NY
  • 08/2021 → 12/2022
    Garden Grill
    Smithtown, NY
  • 07/2020 → 08/2021
    Marie Robinson
    New York, Ny, NY
  • 09/2018 → 07/2020
    Eva Scrivo
    New York, Ny, NY
  • 06/2018 → 09/2018
    Maia Salon
    Smithtown, NY
  • 04/2018 → 05/2018
    Christopher Street Salon
    Commack, NY
  • 10/2017 → 09/2018
    Green Turtle
    Smithtown, NY
  • 02/2016 → 01/2017
    Tgif
    Lake Grove, NY
  • 09/2014 → 09/2017
    Smithtown High School East
    Smithtown, NY
  • 01/2023 → 04/2023
    Unemployed
    Smithtown, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2024-01-08
  • S66 Uniform Combined State Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-01-08
Other Names
  • Alexi Michele Caligiuri

View on SEC IAPD

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