Andrew Giovanniello
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Dunkin'Apr 2022 to May 2022
- South End Middle SchoolAug 2021 to Apr 2022
- Westfield Middle SchoolApr 2021 to Jun 2021
- Dunkin'Apr 2021 to May 2021
- DoordashMar 2021 to Apr 2022
- Stumpy's Hatchet HouseNov 2020 to Apr 2022
- Springfield CollegeAug 2020 to May 2022
- Holyoke Country ClubAug 2020 to Nov 2020
- UnemployedMay 2020 to Aug 2020
- Wine.comMar 2020 to Mar 2020
- Pga Tour SuperstoreMay 2019 to Sep 2019
- Sterling Mets OperationsMar 2019 to May 2020
- ViacomcbsMay 2018 to Aug 2018
- Eastern Connecticut State UniversityAug 2016 to May 2020
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 (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
- 7563709
- Firm CRD
- 104555