Allison E. Popeo
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
WESTWOOD, MA
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CRD#: 4657639
Professional summary
Allison Engelhardt Popeo, who also goes by Allison A Engelhardt, Allison Engelhardt, Allison A Popeo, Allison Engelhardt Popeo, Allison E Popeo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Westwood, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Allison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Allison has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
I work with multiple generations of families to create comprehensive and personalized strategies designed for the growth, preservation, and transfer of their wealth. I am supported by a team of highly skilled individuals that help me make certain that your wealth management strategy is in harmony with what is important to you and your family. I believe that my experience working at Fidelity, as well as my external experience enables me to provide clients with a unique and valuable perspective.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allison A Engelhardt | Allison Engelhardt | Allison A Popeo | Allison Engelhardt Popeo | Allison E Popeo
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.
OBA-108535|OrgNmn:Curry College|Org Addr:Milton,Massachuse,US|OBA Nature:Undergraduate College|Invst Rel:N|Title:Guest Speaker|Duties:Speaking to a Finance Class about my career path|StrtDt:05-08-24|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Allison Engelhardt Popeo'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
Babson College, F.W. Olin Graduate School of Business
Master of Business Administration (MBA) - Finance
2001
Bucknell University
Bachelor of Science (BS) - Business Administration, Accounting
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 155 Congress St, Boston, MA 02110RIA
CRD#: 104555
WESTWOOD, MA
Current
May 10, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Congress St, Boston, MA 02110BD
CRD#: 7784
BOSTON, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
June 19, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
March 28, 2014 - February 7, 2017
NORTH AMERICAN MANAGEMENT CORP
RIA
CRD#: 104825
BOSTON, MA
Past
December 8, 2005 - March 2, 2011
FUNDS DISTRIBUTOR, LLC
BD
CRD#: 7174
BOSTON, MA
Past
July 12, 2004 - November 10, 2005
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
September 15, 2003 - August 4, 2004
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, 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
Alabama(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(11/17/2020)
RR
California(6/1/2017)
RR
Colorado(6/1/2017)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
Florida(6/1/2017)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(11/17/2020)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(6/1/2017)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(6/1/2017)
RR
Maryland(6/1/2017)
RR
Massachusetts(5/22/2017)
IAR
Massachusetts(3/31/2025)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(6/1/2017)
RR
New Jersey(11/17/2020)
RR
New Mexico(6/1/2017)
RR
New York(6/1/2017)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(6/1/2017)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(6/1/2017)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(6/1/2017)
RR
Virginia(6/1/2017)
RR
Washington(6/1/2017)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck 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 Private Wealth Management AdvisorCRD#: 104555Westwood, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
