Anthony Lefemine
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Putnam Hill Partners dba Everline Worcester/providenceApr 2024 to Aug 2025
- Climate Engineering CompaniesMay 2021 to May 2024
- Westfield Electroplating CompanyAug 2019 to May 2021
- The Home DepotJan 2019 to Aug 2019
- American Income LifeNov 2018 to Jan 2019
- U-haul InternationalJul 2011 to Nov 2018
Exams passed
- 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
- 8152077
- Firm CRD
- 104555