John Giuffrida

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-06
PA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-02-06
PA RA
APPROVED

Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Norristown, PA • 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

Organization	City	State	From	To
University Of Alabama	Tuscaloosa	AL	08/2020	05/2024
Jersey. Mike'S Subs	Tuscaloosa	AL	09/2021	05/2022
Imperatore Bar And Wood Fired Grill	North Wales	PA	07/2021	08/2021
Fidelity Investments	Villanova	PA	06/2024	Present
Unemployed	Norristown	PA	07/2016	08/2019
Chariot Valet	Conshohocken	PA	12/2023	01/2024
Chariot Valet	Conshohocken	PA	09/2019	05/2020
Eric Greene	Philadelphia	PA	06/2022	08/2022
-Doordash	-Norristown	PA	06/2020	05/2021
Seminole Street Llc	Chestnut Hill	PA	05/2022	07/2022
Kenny'S Christmas Trees	Spring House	PA	11/2020	01/2021
Moe'S Original Barbecue	Tuscaloosa	AL	01/2023	11/2023
Fidelity Investments	Boston	MA	03/2025	Present

08/2020 → 05/2024

University Of Alabama

Tuscaloosa, AL
09/2021 → 05/2022

Jersey. Mike'S Subs

Tuscaloosa, AL
07/2021 → 08/2021

Imperatore Bar And Wood Fired Grill

North Wales, PA
06/2024 → Present

Fidelity Investments

Villanova, PA
07/2016 → 08/2019

Unemployed

Norristown, PA
12/2023 → 01/2024

Chariot Valet

Conshohocken, PA
09/2019 → 05/2020

Chariot Valet

Conshohocken, PA
06/2022 → 08/2022

Eric Greene

Philadelphia, PA
06/2020 → 05/2021

-Doordash

-Norristown, PA
05/2022 → 07/2022

Seminole Street Llc

Chestnut Hill, PA
11/2020 → 01/2021

Kenny'S Christmas Trees

Spring House, PA
01/2023 → 11/2023

Moe'S Original Barbecue

Tuscaloosa, AL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-11-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Norristown, PA

Villanova, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-05

S66 Uniform Combined State Law Examination

2024-11-05

View on SEC IAPD

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