Jacquelyn Calandriello
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
STATEN ISLAND, NY
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CRD#: 5567573
Professional summary
Jacquelyn Calandriello, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Staten Island, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jacquelyn has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Vice President, Wealth Planner and CERTIFIED FINANCIAL PLANNER™ Practitioner, my goal is to help individuals, families, and businesses obtain financial peace of mind through a holistic financial planning process. My clients and I will work together to develop a customized plan, implement strategies that align with their unique needs and goals, track progress, and make changes as needed. My commitment is to always keep the interests and success of my clients top of mind.
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Tax Planning
Education Planning
Estate Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
Other Business Activities; BNI Chapter 67; President of BNI Chapter 67, which includes facilitating meetings and bank/check signing capabilities with the secretary/treasurer; President of the Chapter; New York, New York; Not Investment Related; July 2019-Present; 10-19 hours per month; 1-9 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacquelyn Calandriello'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: 2014
Education
Polytechnic University
Bachelor of Science (BS) - Mathematics
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 330 Park Ave S, New York, NY 10010-3643RIA
CRD#: 104555
STATEN ISLAND, NY
Current
February 26, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 330 Park Ave S, New York, NY 10010-3643BD
CRD#: 7784
New York, NY
Past
March 1, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
June 7, 2016 - February 17, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NEW YORK, NY
Past
May 27, 2016 - February 17, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEW YORK, NY
Past
May 27, 2010 - June 3, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
NEW YORK, NY
Past
May 18, 2010 - June 3, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
NEW YORK, NY
Past
October 10, 2008 - May 18, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEW YORK, NY
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(5/5/2023)
RR
California(2/26/2021)
RR
Colorado(3/4/2022)
RR
Connecticut(2/26/2021)
RR
District of Columbia(11/4/2022)
RR
Florida(2/26/2021)
RR
Hawaii(4/5/2023)
RR
Illinois(10/16/2025)
RR
Kentucky(3/4/2022)
RR
Massachusetts(2/26/2021)
RR
Minnesota(3/2/2024)
RR
Mississippi(10/13/2021)
RR
Nebraska(11/28/2023)
RR
New Hampshire(6/25/2025)
RR
New Jersey(2/26/2021)
RR
New Mexico(4/16/2024)
RR
New York(2/26/2021)
IAR
New York(3/31/2025)
RR
Pennsylvania(3/9/2021)
RR
Texas(2/26/2021)
IAR
Texas(3/31/2025)
RR
Washington(3/9/2021)
RR
West Virginia(4/25/2024)
Exams
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, Wealth PlannerCRD#: 104555Staten Island, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
