Saralyn Scaldini
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BOCA RATON, FL
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CRD#: 4944126
Professional summary
Saralyn Scaldini, CFP®, who also goes by Sara Scaldini, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boca Raton, Florida and FIDELITY BROKERAGE SERVICES LLC located in Boca Raton, Florida.
Saralyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Saralyn has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
My career in financial services started right after I graduated from college in 1983. I have been with Fidelity since 2012 and have worked with clients and families like yours. I have a true passion for wealth planning and take pride in helping clients work toward their financial goals. Fidelity is a trusted brand in the financial industry providing strategies for all styles of investors. I am laser focused on helping clients work toward their goals in everything I do.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Budgeting
Divorce Planning
Insurance Planning
Estate Planning
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Sara Scaldini
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 Saralyn Scaldini'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: 2012
Education
Washington University
Bachelor of Business Administration - Accounting
1983
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1400 Glades Road Suite 180, Boca Raton, FL 33431-6457RIA
CRD#: 104555
BOCA RATON, FL
Current
October 4, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1400 Glades Road, Suite 180, Boca Raton, FL 33431BD
CRD#: 7784
Boca Raton, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
Past
October 29, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOCA RATON, FL
Past
June 1, 2009 - September 27, 2012
MORGAN STANLEY
RIA
CRD#: 149777
BOCA RATON, FL
Past
June 1, 2009 - September 27, 2012
MORGAN STANLEY
BD
CRD#: 149777
BOCA RATON, FL
Past
March 2, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BOCA RATON, FL
Past
March 2, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BOCA RATON, FL
Past
July 7, 2005 - March 4, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
June 6, 2005 - March 4, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
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(1/14/2015)
RR
California(2/11/2021)
RR
Colorado(10/5/2012)
RR
Connecticut(10/4/2012)
RR
District of Columbia(8/17/2017)
RR
Florida(10/4/2012)
IAR
Florida(3/31/2025)
RR
Georgia(1/11/2017)
RR
Illinois(10/4/2012)
RR
Indiana(7/30/2025)
RR
Louisiana(8/17/2017)
RR
Maine(10/4/2012)
RR
Maryland(8/17/2017)
RR
Massachusetts(10/4/2012)
RR
Michigan(1/8/2019)
RR
Mississippi(9/30/2020)
RR
Missouri(8/16/2021)
RR
Montana(9/25/2024)
RR
Nevada(3/20/2024)
RR
New Hampshire(1/7/2020)
RR
New Jersey(10/4/2012)
RR
New Mexico(9/28/2021)
RR
New York(10/4/2012)
RR
North Carolina(10/4/2012)
RR
Ohio(4/24/2020)
RR
Oklahoma(5/6/2024)
RR
Pennsylvania(8/17/2017)
RR
Rhode Island(4/28/2020)
RR
South Carolina(3/27/2023)
RR
Tennessee(1/8/2019)
RR
Texas(4/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(4/24/2020)
RR
Vermont(8/21/2017)
RR
Virginia(10/4/2012)
RR
Washington(6/4/2021)
Exams
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
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, Financial ConsultantCRD#: 104555Boca Raton, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
