Scott A. Quattromani
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
E GREENWICH, RI
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CRD#: 2872232
Professional summary
Scott A Quattromani, CFP®, who also goes by Scott Albert Quattromani, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in E Greenwich, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Scott has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
For more than 23 years I have worked with Fidelity clients to help them strive to reach their personal financial goals. My goal is to collaborate with the individual investor to help them develop, review, and ultimately execute strategies in an effort to give them confidence in their plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Albert Quattromani
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 Scott A Quattromani'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: 2008
Education
Boston College
Bachelor of Arts (BA) - English
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10 Memorial Boulevard, Providence, RI 02903RIA
CRD#: 104555
E GREENWICH, RI
Current
April 27, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10 Memorial Boulevard, Providence, RI 02903BD
CRD#: 7784
Providence, RI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PROVIDENCE, RI
Past
June 15, 2001 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PROVIDENCE, RI
Past
November 11, 1998 - April 27, 2001
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
April 11, 1997 - October 21, 1998
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
JOHNSTON, RI
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(7/20/2018)
RR
California(1/6/2011)
RR
Colorado(3/17/2016)
RR
Connecticut(4/27/2001)
RR
District of Columbia(11/22/2017)
RR
Florida(4/27/2001)
RR
Georgia(3/4/2022)
RR
Idaho(8/8/2020)
RR
Illinois(4/25/2012)
RR
Indiana(3/4/2022)
RR
Maine(12/2/2004)
RR
Maryland(9/13/2016)
RR
Massachusetts(4/27/2001)
RR
Michigan(11/22/2017)
RR
Missouri(1/4/2025)
RR
New Hampshire(12/2/2004)
RR
New Jersey(1/6/2011)
RR
New York(1/6/2011)
RR
North Carolina(1/7/2011)
RR
Pennsylvania(1/6/2011)
RR
Rhode Island(4/27/2001)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(1/6/2011)
RR
South Dakota(9/19/2019)
RR
Texas(4/1/2013)
IAR
Texas(3/31/2025)
RR
Utah(11/6/2018)
RR
Vermont(11/22/2017)
RR
Virginia(5/14/2014)
RR
Washington(1/6/2016)
RR
Wisconsin(6/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555E Greenwich, RITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
