Cynthia A. Romagnolo
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
SCOTTSDALE, AZ
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CRD#: 2133453
Professional summary
Cynthia A Romagnolo, CFP®, who also goes by Cynthia Anne Maganotti, Cynthia Anne Romagnolo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Scottsdale, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Scottsdale, Arizona.
Cynthia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Cynthia has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As a Wealth Management Advisor, my goal is to provide capable and caring assistance to benefit my clients and their families. Via Fidelity Private Wealth Management service, my clients have access to comprehensive planning, coordinated asset management, and a highly personalized relationship.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cynthia Anne Maganotti | Cynthia Anne Romagnolo
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.
OBA-9741|OrgNmn:SCLCS, LLC|Org Addr:Scottsdale,Arizona,US|OBA Nature:Rental of a house|Invst Rel:Y|Title:SCLCS, LLC|Duties:general prep of property|StrtDt:02-18-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-119671|OrgNmn:Hospice of the Valley|Org Addr:Phoenix,Arizona,US|OBA Nature:Hospice of the Valley is a non|Invst Rel:Y|Title:Investment Committee Member|Duties:Investment committee members assist with establishing and investment objectives, goals, and risk tolerance and proposed allocations. The non-|StrtDt:06-05-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia A Romagnolo'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®
Education
University of Pittsburgh
Bachelor of Arts (BA) - Economics
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254-2155RIA
CRD#: 104555
SCOTTSDALE, AZ
Current
January 30, 1993 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7171 E Paradise Lane, Scottsdale, AZ 85254BD
CRD#: 7784
SCOTTSDALE, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCOTTSDALE, AZ
Past
September 18, 1998 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCOTTSDALE, AZ
Past
June 5, 1991 - December 31, 1992
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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(8/22/2011)
RR
Alaska(11/17/2020)
RR
Arizona(2/11/2005)
IAR
Arizona(3/31/2025)
RR
Arkansas(11/17/2020)
RR
California(1/30/1993)
RR
Colorado(2/11/2005)
RR
Connecticut(1/11/2013)
RR
Delaware(1/11/2013)
RR
District of Columbia(12/14/2012)
RR
Florida(1/2/2009)
RR
Georgia(11/11/2009)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(1/3/2007)
RR
Indiana(12/19/2012)
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(11/17/2020)
RR
Massachusetts(9/12/2012)
RR
Michigan(2/11/2005)
RR
Minnesota(2/11/2005)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(1/30/1993)
RR
New Hampshire(11/17/2020)
RR
New Jersey(9/12/2012)
RR
New Mexico(2/11/2005)
RR
New York(1/3/2007)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(2/14/2005)
RR
Oklahoma(11/17/2020)
RR
Oregon(1/30/1993)
RR
Pennsylvania(11/17/2020)
RR
Puerto Rico(1/4/2025)
RR
Rhode Island(1/11/2013)
RR
South Carolina(11/17/2020)
RR
South Dakota(1/11/2013)
RR
Tennessee(11/17/2020)
RR
Texas(8/18/2008)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virgin Islands(1/4/2025)
RR
Virginia(1/3/2013)
RR
Washington(1/2/2009)
RR
West Virginia(11/17/2020)
RR
Wisconsin(2/11/2005)
RR
Wyoming(1/2/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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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#: 104555Scottsdale, AZTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
