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Frank C. Firicano jr.

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCOct 2025 to now
  2. Fidelity InvestmentsJun 2025 to now
  3. Monmouth UniversityFeb 2025 to May 2025
  4. UnemployedFeb 2024 to Jan 2025
  5. Spencer's Gifts LLCJun 2023 to Aug 2023
  6. Monmouth UniversityFeb 2023 to Nov 2023
  7. UnemployedAug 2022 to Feb 2023
  8. ResintechJun 2022 to Aug 2022
  9. Monmouth UniversityJan 2022 to May 2022
  10. Vail ResortsDec 2019 to Jan 2024
  11. Medford Lakes Colony ClubMay 2017 to Aug 2022
  12. UnemployedJan 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8116211
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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