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Edward Joseph Fennessey

Edward J. Fennessey

STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WILTON, CT
Some features on this profile are disabled
CRD#: 5570169
Edward Joseph Fennessey

Professional summary

Edward Joseph Fennessey, CFP®, who also goes by Ed Fennessey, Edward J Fennessey Mr., Edward J Fennessey, Edward Joseph Fennessey, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wilton, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Greenwich, Connecticut.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Edward has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I work with my clients to define their personal and financial priorities, then cocreate and implement a financial plan helping work towards their goals. Through getting to know and understand their family's wants, needs and concerns, we are able to keep our focus on their long term objectives and personal financial goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ed Fennessey | Edward J Fennessey Mr. | Edward J Fennessey | Edward Joseph Fennessey

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Fennessey's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Education

Saint Michael's College

Bachelor of Science (BS) - Accounting

2008

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #3: 48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399
RIA
CRD#: 104555
WILTON, CT
Current

May 10, 2016 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830
BD
CRD#: 7784
Greenwich, CT
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WILTON, CT
Past

May 16, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENWICH, CT
Past

December 13, 2013 - April 18, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GREENWICH, CT
Past

November 25, 2013 - April 18, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
GREENWICH, CT
Past

July 1, 2010 - July 22, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
HAMDEN, CT
Past

July 1, 2010 - July 22, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
HAMDEN, CT
Past

January 1, 2010 - June 3, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

January 1, 2010 - June 3, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 20, 2008 - January 1, 2010

UBS INTERNATIONAL INC.

RIA
CRD#: 107726
NEW YORK, NY
Past

September 18, 2008 - January 1, 2010

UBS INTERNATIONAL INC.

BD
CRD#: 107726
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
Alabama
(7/11/2024)
RR
Arizona
(6/30/2020)
RR
California
(11/30/2017)
RR
Connecticut
(5/11/2016)
IAR
Connecticut
(3/31/2025)
RR
Florida
(7/7/2016)
RR
Georgia
(11/12/2020)
RR
Idaho
(9/3/2025)
RR
Illinois
(5/16/2019)
RR
Maine
(10/22/2019)
RR
Maryland
(5/13/2016)
RR
Massachusetts
(6/2/2016)
RR
Michigan
(5/19/2025)
RR
New Hampshire
(12/2/2016)
RR
New Jersey
(11/23/2016)
RR
New York
(5/11/2016)
RR
North Carolina
(2/15/2021)
RR
Ohio
(5/9/2022)
RR
Pennsylvania
(11/22/2016)
RR
Rhode Island
(11/22/2016)
RR
South Carolina
(10/23/2019)
RR
Texas
(12/7/2017)
IAR
Texas
(3/31/2025)
RR
Virginia
(11/30/2017)
RR
Washington
(10/2/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2008
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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#: 104555Wilton, CT

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Contact information

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