Anthony Giovanni Tramontozzi
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 InvestmentsJul 2021 to now
- Amicus Properties LLCMay 2020 to Aug 2020
- Capa Global Education NetworkSep 2019 to Dec 2019
- Institute for Economics and PeaceSep 2019 to Dec 2019
- Law Office of John D. MasciarelliMay 2019 to Jun 2020
- Applebee'sMay 2018 to Dec 2019
- Providence CollegeAug 2017 to May 2021
- Middleton Golf CourseJun 2017 to Aug 2017
- North Reading High SchoolSep 2013 to Jun 2017
- Ma Youth Soccer RefereeApr 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7413079
- Firm CRD
- 104555