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Gianfranco Calio

Strategic Advisers LLC

Lake Ronkonkoma, NY

Lake Grove, NY

Hauppauge, NY

CRD 7895562

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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
TX RA APPROVED 2025-12-16
NY RA APPROVED 2025-06-12
  • TX RA
    APPROVED
    Since 2025-12-16
  • NY RA
    APPROVED
    Since 2025-06-12

Branch Locations

Lake Ronkonkoma, NY • United States

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

150 Motor Parkway, Hauppauge, NY 11788 • 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
Adp Melville NY 01/2023 01/2024
Fidelity Investments Lake Grove NY 03/2024 Present
Bellagio Pizzeria & Restuarant Farmingdale NY 01/2016 01/2020
Town Of Oyster Bay Housing Authority Plainview NY 05/2021 01/2023
Town Of Oyster Bay Housing Authority Plainview NY 01/2024 03/2024
Suny Plattsburgh Plattsburgh NY 08/2018 05/2022
  • 01/2023 → 01/2024
    Adp
    Melville, NY
  • 03/2024 → Present
    Fidelity Investments
    Lake Grove, NY
  • 01/2016 → 01/2020
    Bellagio Pizzeria & Restuarant
    Farmingdale, NY
  • 05/2021 → 01/2023
    Town Of Oyster Bay Housing Authority
    Plainview, NY
  • 01/2024 → 03/2024
    Town Of Oyster Bay Housing Authority
    Plainview, NY
  • 08/2018 → 05/2022
    Suny Plattsburgh
    Plattsburgh, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2025-06-09

View on SEC IAPD

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