Sharon J. Cartotto
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
WYCKOFF, NJ
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CRD#: 1693008
Professional summary
Sharon J Cartotto, CFP®, who also goes by Sharon Joyce Cartotto, Sharon J Scordato, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wyckoff, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.
Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Sharon has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Biography
Always looking for a way to balance the seriousness of finance with her keen sense of humor, Sharon works at each client's pace to coordinate the input and involvement of a team of specialists. Each family has access to an Investment Manager, a Wealth Strategist, and a Trust Officer, to provide wealth management services as needed.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Sharon Joyce Cartotto | Sharon J Scordato
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon J Cartotto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Education
Unversity of South Florida
B.S. - Finance
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 396 North Route 17, Paramus, NJ 07652-2907RIA
CRD#: 104555
WYCKOFF, NJ
Current
April 18, 1999 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 396 North Route 17, Paramus, NJ 07652BD
CRD#: 7784
PARAMUS, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PARAMUS, NJ
Past
June 13, 2002 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
April 28, 1997 - July 30, 1998
CHATSWORTH SECURITIES LLC
BD
CRD#: 40804
GREENWICH, CT
Past
March 7, 1990 - February 24, 1995
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
May 16, 1989 - October 4, 1989
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
July 27, 1987 - October 2, 1989
F.D. ROBERTS SECURITIES, INC.
BD
CRD#: 693
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(11/17/2020)
RR
California(3/12/2008)
RR
Colorado(11/17/2020)
RR
Connecticut(1/4/2000)
RR
Delaware(11/17/2020)
RR
District of Columbia(11/17/2020)
RR
Florida(4/20/1999)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(11/17/2020)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(7/8/2015)
RR
Massachusetts(1/3/2012)
RR
Michigan(11/17/2020)
RR
Minnesota(7/8/2015)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(11/17/2020)
RR
New Jersey(4/20/1999)
IAR
New Jersey(3/31/2025)
RR
New Mexico(7/8/2015)
RR
New York(4/18/1999)
RR
North Carolina(3/17/2008)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(1/4/2000)
RR
Puerto Rico(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/12/2002)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(1/3/2013)
IAR
Texas(3/31/2025)
RR
Utah(7/8/2015)
RR
Vermont(1/3/2013)
RR
Virgin Islands(11/17/2020)
RR
Virginia(2/23/2006)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Wyckoff, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
