Angelo Rannazzisi
Professional summary
Angelo Rannazzisi, CFP®, who also goes by Angelo C Rannazzisi Jr, Angelo C Rannazzisi, Angelo Rannazzisi Jr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Parkland, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ft. Lauderdale, Florida.
Angelo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Angelo has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 10 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Angelo Rannazzisi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Education
S.U.N.Y. Old Westbury
Bachelor of Science (BS) - Finance
1994
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122March 25, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 11, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
June 5, 2012 - March 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 1, 2012 - March 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 29, 2006 - August 7, 2009
JAW TRADING, LLC
March 10, 2004 - August 3, 2004
SUNSTATE EQUITY TRADING
December 8, 1994 - March 3, 2004
SCHONFELD SECURITIES, LLC
November 9, 1994 - December 22, 1994
UBS FINANCIAL SERVICES INC.
August 5, 1994 - September 27, 1994
PRUDENTIAL EQUITY GROUP, LLC
June 7, 1994 - September 23, 1994
FEDERATED SECURITIES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/8/2023)
(8/17/2017)
(5/28/2024)
(3/4/2022)
(3/26/2013)
(3/31/2025)
(3/25/2013)
(1/3/2020)
(5/16/2024)
(4/23/2020)
(9/26/2019)
(3/25/2013)
(4/23/2020)
(4/23/2020)
(2/12/2021)
(6/4/2013)
(3/27/2013)
(3/25/2013)
(11/27/2017)
(3/25/2023)
(1/5/2016)
(9/26/2019)
(8/17/2017)
(3/31/2025)
(6/5/2023)
Exams
Series 55
Date: 10/9/1999
Limited Representative-Equity Trader ExamFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Parkland, FLTRUST BUT VERIFY
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