Marco B Franzella
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- Equitable Advisors, LLCMay 2018 to Sep 2023
- AXA Advisors, LLCMay 2018 to Jun 2020
- MML Investors Services, LLCMar 2017 to May 2018
- Massmutual Life Insurance CoJul 2016 to May 2018
- Metropolitan Life Insurance CompanyDec 2010 to Jun 2017
- Msi Financial Services Inc.Dec 2010 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5697004
- Firm CRD
- 104555