Valentina Ciraolo
Investment adviser representative at Strategic Advisers LLC
20 yearsExperience
3 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
20 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsMay 2025 to now
- Morgan StanleyJan 2024 to Apr 2025
- Morgan StanleyJan 2023 to Aug 2023
- E*trade Capital Management, LLCSep 2022 to Aug 2023
- E*trade Securities LLCJun 2022 to Aug 2023
- Parfums De MarlyMay 2022 to Dec 2023
- Fidelity InvestmentsJul 2021 to Apr 2022
- Parfums De MarlyFeb 2021 to Jul 2021
- UnemploymentMar 2020 to Feb 2021
- Natura BisseApr 2019 to Mar 2020
- Amore PacificAug 2018 to Apr 2019
- Angelina's RestaurantJan 2018 to Sep 2018
- Chirstian Dior ParfumsApr 2006 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7418018
- Firm CRD
- 104555