Noreen M. Procaccini
STRATEGIC ADVISERS LLC | Financial Consultant I
EAGLEVILLE, PA
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CRD#: 3099037
Professional summary
Noreen M Procaccini, who also goes by Noreen Marie Martin, Noreen M Martin, Noreen Marie Procaccini, Noreen M Park, Noreen M Procaccini, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Eagleville, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Exton, Pennsylvania.
Noreen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Noreen has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I, along with my team, will partner with you and your family to help you work towards your financial goals through personalized planning and guidance. We strive to deliver an excellent client experience while using the extensive array of resources and strategies available through Fidelity. This team approach allows us to assist you in developing a plan that fits your needs now and long-term.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Noreen Marie Martin | Noreen M Martin | Noreen Marie Procaccini | Noreen M Park | Noreen M Procaccini
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 Noreen M Procaccini'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®
NoneEducation
Eastern University
Bachelor of Science (BS) - Accounting
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 300 Main Street, Exton, PA 19341RIA
CRD#: 104555
EAGLEVILLE, PA
Current
May 4, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 300 Main Street, Exton, PA 19341BD
CRD#: 7784
Exton, PA
Past
August 3, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
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
Delaware(6/11/2024)
RR
District of Columbia(1/6/2023)
RR
Florida(1/6/2023)
RR
Maryland(1/6/2023)
RR
Massachusetts(5/21/2024)
RR
New Jersey(3/25/2023)
RR
New York(1/6/2023)
RR
North Carolina(3/21/2025)
RR
Pennsylvania(7/20/2022)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(11/14/2025)
RR
Tennessee(3/25/2023)
RR
Texas(8/4/2022)
IAR
Texas(3/31/2025)
RR
Virginia(1/6/2023)
RR
West Virginia(9/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2022
General Securities Representative ExaminationGeneral 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
Financial Consultant ICRD#: 104555Eagleville, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
