Anthony Ruggiero
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Anthony Ruggiero? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Wells FargoOct 2019 to Jan 2022
- Nc Department of Public SafetyMar 2019 to Oct 2019
- North Carolina Army National GuardFeb 2019 to Jan 2022
- Darden Inc - Olive GardenJan 2019 to Mar 2019
- Campbell University School of LawAug 2018 to Jan 2019
- Pennsylvania Army National GuardFeb 2015 to Feb 2019
- Pennsylvania Department of RevenueDec 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7499138
- Firm CRD
- 104555