Rex A. Iozzo
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
DEVON, PA
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CRD#: 5552331
Professional summary
Rex Anthony Ennis Iozzo, CFP®, who also goes by Rex Anthony Ennis Iozzo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Devon, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
Rex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Rex has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I have worked with many clients with different situations for over a decade. My experience in wealth management will help you continue to work towards your financial goals. I help my clients grow, preserve, and distribute their wealth. My commitment is to create a plan with you that allows you and your family to work towards living the life you have worked so hard to attain.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Rex Anthony Ennis Iozzo
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 Rex Anthony Ennis Iozzo'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: 2018
Education
Johns Hopkins University
Bachelor of Science (BS) - Cellular and Molecular Biology
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532RIA
CRD#: 104555
DEVON, PA
Current
November 25, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085BD
CRD#: 7784
Villanova, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DEVON, PA
Past
November 30, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KING OF PRUSSIA, PA
Past
October 10, 2014 - November 3, 2015
MCADAM LLC
RIA
CRD#: 170914
PHILADELPHIA, PA
Past
October 3, 2014 - October 30, 2015
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Philadelphia, PA
Past
November 24, 2008 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
PHILADELPHIA, PA
Past
September 17, 2008 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
PHILADELPHIA, 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
Arizona(10/8/2021)
RR
California(9/5/2018)
RR
Colorado(1/3/2020)
RR
Connecticut(10/14/2021)
RR
Delaware(11/25/2015)
RR
Florida(11/25/2015)
RR
Illinois(5/6/2019)
RR
Indiana(1/7/2019)
RR
Maine(1/5/2024)
RR
Maryland(11/14/2018)
RR
Massachusetts(9/22/2022)
RR
Montana(7/21/2023)
RR
Nevada(1/7/2022)
RR
New Hampshire(5/3/2024)
RR
New Jersey(11/25/2015)
RR
New York(11/25/2015)
RR
North Carolina(8/10/2018)
RR
Pennsylvania(11/25/2015)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(10/8/2021)
RR
South Carolina(1/3/2020)
RR
Tennessee(1/4/2025)
RR
Texas(6/19/2019)
IAR
Texas(3/31/2025)
RR
Virginia(2/6/2019)
RR
Washington(1/6/2025)
RR
West Virginia(1/4/2025)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Devon, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
