Vinessa Russoniello
Professional summary
Vinessa Russoniello, CFP®, who also goes by VInessa Grace Russoniello, Vinessa Russoniello, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ardmore, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
Vinessa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Vinessa has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vinessa Russoniello's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532October 13, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085October 20, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 20, 2018 - March 6, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 29, 2018 - March 3, 2023
FIDELITY BROKERAGE SERVICES LLC
November 20, 2012 - June 19, 2018
MORGAN STANLEY
November 20, 2012 - June 19, 2018
MORGAN STANLEY
August 18, 2010 - October 10, 2011
MORGAN STANLEY
August 18, 2010 - October 10, 2011
MORGAN STANLEY
November 22, 2008 - August 24, 2010
UBS FINANCIAL SERVICES INC.
November 22, 2008 - August 24, 2010
UBS FINANCIAL SERVICES INC.
April 25, 2006 - November 19, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 25, 2006 - November 19, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 20, 2005 - April 28, 2006
MERRILL LYNCH INVESTMENT MANAGERS LP
November 2, 2005 - April 28, 2006
FAM DISTRIBUTORS, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
