Angelo Rannazzisi
STRATEGIC ADVISERS | Vice President, Financial Consultant
PARKLAND, FL
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CRD#: 2476385
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
I am privileged to work at Fidelity Investments. Being a Certified Financial Planner™ with over 28 years industry experience, I am able to partner with clients to help them develop personalized investment plans to help them work toward their financial goals.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Insurance Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Angelo C Rannazzisi Jr | Angelo C Rannazzisi | Angelo Rannazzisi Jr
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 Angelo Rannazzisi'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: 2016
Education
S.U.N.Y. Old Westbury
Bachelor of Science (BS) - Finance
1994
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122RIA
CRD#: 104555
PARKLAND, FL
Current
March 25, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301BD
CRD#: 7784
Ft. Lauderdale, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FT. LAUDERDALE, FL
Past
April 11, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FT. LAUDERDALE, FL
Past
June 5, 2012 - March 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CORAL SPRINGS, FL
Past
June 1, 2012 - March 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CORAL SPRINGS, FL
Past
May 29, 2006 - August 7, 2009
JAW TRADING, LLC
BD
CRD#: 131991
DEERFEILD BEACH, FL
Past
March 10, 2004 - August 3, 2004
SUNSTATE EQUITY TRADING
BD
CRD#: 43571
TAMPA, FL
Past
December 8, 1994 - March 3, 2004
SCHONFELD SECURITIES, LLC
BD
CRD#: 23304
JERICHO, NY
Past
November 9, 1994 - December 22, 1994
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
August 5, 1994 - September 27, 1994
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
June 7, 1994 - September 23, 1994
FEDERATED SECURITIES, INC.
BD
CRD#: 5050
HUNTINGTON, NY
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
Arizona(3/8/2023)
RR
California(8/17/2017)
RR
Colorado(5/28/2024)
RR
Connecticut(3/4/2022)
RR
Florida(3/26/2013)
IAR
Florida(3/31/2025)
RR
Georgia(3/25/2013)
RR
Hawaii(1/3/2020)
RR
Illinois(5/16/2024)
RR
Kentucky(4/23/2020)
RR
Maryland(9/26/2019)
RR
Massachusetts(3/25/2013)
RR
Michigan(4/23/2020)
RR
Missouri(4/23/2020)
RR
Nevada(2/12/2021)
RR
New Jersey(6/4/2013)
RR
New York(3/27/2013)
RR
North Carolina(3/25/2013)
RR
Pennsylvania(11/27/2017)
RR
Rhode Island(3/25/2023)
RR
South Carolina(1/5/2016)
RR
Tennessee(9/26/2019)
RR
Texas(8/17/2017)
IAR
Texas(3/31/2025)
RR
Virginia(6/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/9/1999
Limited Representative-Equity Trader ExamGeneral 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)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
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, Financial ConsultantCRD#: 104555Parkland, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
