Greg J. Voccio

STRATEGIC ADVISERS LLC

CRANSTON, RI

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CRD#: 2636069

Professional summary

Greg Joseph Voccio, who also goes by Greg Joseph Voccio, Greg Voccio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cranston, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Greg has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Joseph Voccio | Greg Voccio

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Joseph Voccio's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 900 Salem Street, Smithfield, RI 02917

RIA

CRD#: 104555

CRANSTON, RI

Current

September 2, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

December 15, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SMITHFIELD, RI

Past

May 21, 2021 - July 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LINCOLN, RI

Past

May 21, 2021 - July 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LINCOLN, RI

Past

August 20, 2020 - March 26, 2021

BOUNTIFUL INVESTMENT MANAGEMENT LLC

RIA

CRD#: 281437

RUMFORD, RI

Past

May 23, 2018 - July 28, 2020

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

WARREN, RI

Past

May 23, 2018 - July 28, 2020

CITIZENS SECURITIES, INC.

CRD#: 39550

WARREN, RI

Past

July 13, 2015 - May 23, 2018

OSAIC WEALTH, INC.

RIA

CRD#: 23131

CRANSTON, RI

Past

July 13, 2015 - May 23, 2018

OSAIC WEALTH, INC.

CRD#: 23131

CRANSTON, RI

Past

October 23, 2009 - June 1, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HYANNIS, MA

Past

October 23, 2009 - June 1, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HYANNIS, MA

Past

October 20, 2004 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BOSTON, MA

Past

October 20, 2004 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

June 14, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA

CRD#: 11217

BOSTON, MA

Past

June 3, 2004 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

March 1, 2004 - June 2, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEWPORT , RI

Past

February 4, 2004 - June 2, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 29, 2002 - January 29, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

June 29, 2001 - March 26, 2002

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 14, 1998 - March 22, 2001

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 14, 1997 - February 14, 1998

FLEET BROKERAGE SECURITIES, INC.

CRD#: 7313

NEW YORK, NY

Past

June 7, 1996 - October 1, 1997

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

September 13, 1995 - February 22, 1996

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

August 31, 1995 - September 13, 1995

L.C. WEGARD & CO., INC.

CRD#: 3722

NEW YORK, 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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Massachusetts
(9/2/2021)

Rhode Island
(9/2/2021)

IAR

Rhode Island
(3/31/2025)

Texas
(9/2/2021)

IAR

Texas
(3/31/2025)

Utah
(9/2/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/1/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/11/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/30/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/3/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/10/2003

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 7/13/2001

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

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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Advisor Monitoring

Firm Stability Insights

Greg J. Voccio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Joseph Voccio's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOUNTIFUL INVESTMENT MANAGEMENT LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

QUICK & REILLY, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

QUICK & REILLY, INC.

LPL FINANCIAL LLC

QUICK & REILLY, INC.

FLEET BROKERAGE SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

L.C. WEGARD & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2004

Series 63

Date: 9/1/1995

SIE

Date: 10/1/2018

Series 3

Date: 6/11/2010

Series 7

Date: 8/30/1995

Series 10

Date: 6/3/2003

Series 9

Date: 5/10/2003

Series 24

Date: 7/13/2001

FINRA

New York Stock Exchange

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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