Chiara Clementina Di Palma

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

• 06/2019 → 08/2019
  Lightspeed Formerly Upserve
  Providence, RI
• 06/2014 → 09/2018
  Elementary-Highschool
  Cranston & Providence, RI
• 02/2020 → 10/2022
  The Marist Institute For Public Opinion
  Poughkeepsie, NY
• 05/2023 → 06/2024
  Orangetheory Fitness
  East Greenwich, RI
• 05/2022 → 08/2023
  Marist College
  Poughkeepsie, NY
• 09/2021 → 04/2023
  Quickstrike Fc
  Highland, NY
• 01/2023 → 05/2023
  Orangetheory Fitness
  Poughkeepsie, NY
• 09/2018 → 05/2022
  Marist College
  Poughkeepsie, NY
• 08/2022 → 05/2023
  Marist College
  Poughkeepsie, NY
• 06/2024 → Present
  Fidelity Investments
  New York, NY
• 06/2021 → 08/2021
  Eab
  Washington, DC
• 05/2021 → 06/2021
  Main Gate Productions Llc
  Poughkeepsie, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17

Other Names

• Chiara C Di Palma
• Chiara Clementina Dipalma