Donna Berberian

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CRD#: 1199791

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donna Berberian, who also goes by Donna Clyde, Donna Martinuzzi, was a registered financial professional .

Donna is a previously registered financial professional and started their career in finance in 1983. Donna had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 22 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Donna Clyde | Donna Martinuzzi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 1, 2004 - November 2, 2010

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

April 1, 2004 - March 4, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

February 26, 2003 - November 12, 2003

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

LINCOLN, NH

Past

February 26, 2003 - November 12, 2003

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

March 23, 1998 - February 11, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

GILFORD, NH

Past

June 29, 1995 - February 11, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 6, 1994 - June 9, 1995

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

April 27, 1989 - December 31, 1994

MFS FINANCIAL SERVICES, INC.

CRD#: 18309

BOSTON, MA

Past

February 16, 1988 - September 12, 1988

SIGNATOR INVESTORS, INC.

CRD#: 468

Past

November 22, 1983 - January 19, 1988

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/30/1984

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 11/21/1983

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/21/2003

General Securities Principal Examination

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Donna Berberian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MFS FUND DISTRIBUTORS, INC.

MFS FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/1999

Series 63

Date: 1/30/1984

Series 7

Date: 12/17/1996

Series 6

Date: 4/30/1984

Series 22

Date: 11/21/1983

Series 24

Date: 4/21/2003

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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