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Riley Danielle Fantozzi

Strategic Advisers LLC

Warrington, PA

Sellersville, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1520 Main St Ste 201, Warrington, PA 18976-3406 • United States

Sellersville, 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
OrganizationCityStateFromTo
Arizona State University Tempe AZ 08/2020 07/2024
Fidelity Investments Warrington PA 07/2024 Present
Staffmark Easton PA 06/2020 06/2021
Pennridge School District Perkasie PA 08/2014 06/2020
Bausch + Lomb Bridgewater NJ 06/2023 08/2023
J.T. Bankers Sellersville PA 07/2018 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 07/2024
    Arizona State University
    Tempe, AZ
  • 07/2024 → Present
    Fidelity Investments
    Warrington, PA
  • 06/2020 → 06/2021
    Staffmark
    Easton, PA
  • 08/2014 → 06/2020
    Pennridge School District
    Perkasie, PA
  • 06/2023 → 08/2023
    Bausch + Lomb
    Bridgewater, NJ
  • 07/2018 → 03/2020
    J.T. Bankers
    Sellersville, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sellersville, PA
    Warrington, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-02
  • S66 Uniform Combined State Law Examination
    2025-01-02
Other Names
  • Riley D Fantozzi

View on SEC IAPD

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CHRISTOPHER B. SMITH
KEVIN MCLANE
JOSEPH J MAXWELL

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrington, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WARRINGTON, PA
LPL FINANCIAL LLC · WARRINGTON, PA
KEY INVESTMENT SERVICES LLC · Warrington, PA
J.P. MORGAN SECURITIES LLC · Warrington, PA
LPL FINANCIAL LLC · WARMINSTER, PA
CETERA INVESTMENT ADVISERS LLC · WARRINGTON, PA
LPL ENTERPRISE, LLC · WARRINGTON, PA

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