Angelina Marie Dicarlo

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

• 04/2019 → 06/2019
  Elizabeth Ann'S Bridal Boutique
  Auburn, MA
• 05/2021 → 09/2021
  Beach View Inc: Skipper Chowder House
  Yarmouthport, MA
• 05/2024 → 06/2024
  Unemployed
  Auburn, MA
• 11/2019 → 01/2021
  Herb Chambers Toyota Of Auburn
  Auburn, MA
• 05/2022 → 09/2023
  Beach View Inc: Skipper Chowder House
  Yarmouthport, MA
• 12/2021 → 01/2022
  Homegoods
  Westborough, MA
• 12/2023 → 02/2024
  Qlook Bridal Boutique
  Worcester, MA
• 09/2023 → 05/2024
  University Of Massachusetts Amherst
  Amherst, MA
• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2020 → 05/2024
  University Of Massachusetts Amherst
  Amherst, MA
• 06/2023 → 08/2023
  Fidelity Investments
  Boston, MA
• 09/2016 → 05/2020
  Auburn High School
  Auburn, MA
• 02/2024 → 04/2024
  Fidelity Investment
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-25
• S63 Uniform Securities Agent State Law Examination
  2024-10-10

Other Names

• Angelina M Dicarlo
• Angelina Dicarlo