Luciano Trentoni
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ALPHARETTA, GA
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CRD#: 5577592
Professional summary
Luciano Trentoni is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alpharetta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Luciano is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Luciano has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I've worked in the financial industry for over a decade and I strongly believe that the confidence to withstand unpredictable markets comes from a strong and well executed financial plan. Having the opportunity to help clients pursue their financial goals is a huge and humbling responsibility. I strive to honor that responsibility by approaching every customer situation with the utmost professionalism, transparency and care.
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Luciano Trentoni'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®
NoneEducation
Saint Mary's College of California
Master of Science in Financial Analysis and Investment Management. - Finance.
2013
San Francisco State University
Business Degree - International Business
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
ALPHARETTA, GA
Current
October 20, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ATLANTA, GA
Past
December 21, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ATLANTA, GA
Past
November 16, 2012 - October 12, 2016
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
WALNUT CREEK, CA
Past
November 15, 2012 - October 12, 2016
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WALNUT CREEK, CA
Past
October 10, 2011 - November 5, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN FRANCISCO, CA
Past
October 10, 2011 - November 5, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN FRANCISCO, CA
Past
January 3, 2011 - July 22, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN FRANCISCO, CA
Past
January 3, 2011 - July 22, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN FRANCISCO, CA
Past
October 1, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN FRANCISCO, CA
Past
September 11, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
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(9/15/2017)
RR
Arizona(12/13/2021)
RR
California(9/15/2017)
RR
Colorado(4/23/2020)
RR
Florida(10/20/2016)
RR
Georgia(10/20/2016)
IAR
Georgia(3/31/2025)
RR
Idaho(1/3/2025)
RR
Illinois(1/5/2018)
RR
Kentucky(1/5/2018)
RR
Louisiana(9/15/2017)
RR
Maryland(3/25/2023)
RR
Massachusetts(1/5/2018)
RR
Michigan(3/6/2023)
RR
Missouri(5/17/2022)
RR
New Jersey(1/5/2018)
RR
New York(8/30/2017)
RR
North Carolina(9/18/2017)
RR
Ohio(1/8/2018)
RR
Oregon(1/5/2018)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(9/15/2017)
RR
Tennessee(8/25/2017)
RR
Texas(1/5/2018)
IAR
Texas(3/31/2025)
RR
Utah(9/20/2023)
RR
Virginia(4/23/2020)
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, Financial ConsultantCRD#: 104555Alpharetta, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
