Angelina Marie Dicarlo
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedMay 2024 to Jun 2024
- Fidelity InvestmentFeb 2024 to Apr 2024
- Qlook Bridal BoutiqueDec 2023 to Feb 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Beach View Inc: Skipper Chowder HouseMay 2022 to Sep 2023
- HomegoodsDec 2021 to Jan 2022
- Beach View Inc: Skipper Chowder HouseMay 2021 to Sep 2021
- University of Massachusetts AmherstSep 2020 to May 2024
- Herb Chambers Toyota of AuburnNov 2019 to Jan 2021
- Elizabeth Ann's Bridal BoutiqueApr 2019 to Jun 2019
- Auburn High SchoolSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7950412
- Firm CRD
- 104555