Anthony Picca
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- State Farm InsuranceJul 2021 to Mar 2022
- United Parcel ServiceOct 2020 to Jun 2021
- UnemployedJun 2020 to Sep 2020
- Eastern Mountain SportsNov 2019 to May 2020
- UnemployedJul 2019 to Oct 2019
- Eastern Mountain SportsOct 2018 to Jun 2019
- Walden Local Meat CompanyOct 2018 to Jun 2019
- UnemployedJun 2018 to Sep 2018
- University of Massachusetts, AmherstSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7539018
- Firm CRD
- 104555