Tracey Joy Muoio

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

• 08/2019 → 10/2022
  Canvas Credit Union
  Lone Tree, CO
• 04/2024 → Present
  Fidelity Investments
  Covington, KY
• 09/2023 → 01/2024
  Gusto Dba Zenpayroll
  Denver, CO
• 03/2023 → 09/2023
  None
  Highlands Ranch, CO
• 01/2024 → 04/2024
  None
  Highlands Ranch, CO
• 10/2022 → 03/2023
  Community Financial Credit Union
  Plymouth, MI
• 09/2014 → 08/2019
  University Of Denver
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Highlands Ranch, CO
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-11-18

Other Names

• Tracey J Muoio
• Tracey Joy Muoio