Dominick Riccio
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Dominick Riccio? 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 InvestmentsAug 2022 to now
- Pembroke Pines Country ClubApr 2022 to Aug 2022
- University of New HampshireJan 2022 to Apr 2022
- The Home DepotMay 2020 to Jan 2022
- University of New HampshireAug 2019 to May 2020
- Freudenberg-nok Sealing TechnologiesMay 2019 to Aug 2019
- University of New HampshireAug 2018 to May 2019
- Shaw's SupermarketsAug 2016 to Aug 2018
- Pembroke AcademyAug 2014 to Jun 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 (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
- 7614567
- Firm CRD
- 104555