Kristen N. Tesoriero
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
STATEN ISLAND, NY
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CRD#: 5941368
Professional summary
Kristen Nicole Tesoriero, CFP®, who also goes by Kristen N Panariello, Kristen Nicole Panariello, Kristen Panariello, Panariello, 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.
Kristen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Kristen has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.
Biography
As a Wealth Management Relationship Manager, I serve as the primary contact to affluent investors and their families to help navigate the complexities of their financial plan. I am committed to providing the highest level of personalized service based on individual needs and preferences.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Kristen N Panariello | Kristen Nicole Panariello | Kristen Panariello | Panariello
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.
OBA-17577|OrgNmn:CKO kickboxing|Org Addr:Staten Isl,New York,US|OBA Nature:Group Fitness|Invst Rel:N|Title:Trainer|Duties:Teach and train kickboxing|StrtDt:01-07-21|TotHrs/mon:15|TrdHrs/mon:0|OBA-94300|OrgNmn:Coach|Org Addr:staten isl,New York,US|OBA Nature:Basketball coach |Invst Rel:N|Title:High school girls basketball coac|Duties:Volunteer Coach|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kristen Nicole Tesoriero'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: 2021
Education
CUNY College of Staten Island
Bachelor of Science (BS) - Economics
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 320 Park Avenue 34th Floor, New York, NY 10022RIA
CRD#: 104555
STATEN ISLAND, NY
Current
January 28, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 320 Park Avenue, New York, NY 10022BD
CRD#: 7784
NEW YORK, NY
Past
February 15, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
September 12, 2014 - July 5, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
March 5, 2013 - July 5, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
NEW YORK, NY
Past
January 23, 2012 - January 11, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
August 17, 2011 - October 5, 2011
JOHN THOMAS FINANCIAL
BD
CRD#: 40982
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(3/9/2020)
RR
Alaska(3/11/2020)
RR
Arizona(3/16/2020)
RR
Arkansas(3/9/2020)
RR
California(3/3/2020)
RR
Colorado(3/3/2020)
RR
Connecticut(1/29/2019)
RR
Delaware(3/13/2020)
RR
District of Columbia(3/12/2020)
RR
Florida(3/3/2020)
RR
Georgia(3/9/2020)
RR
Hawaii(3/9/2020)
RR
Idaho(3/9/2020)
RR
Illinois(3/20/2020)
RR
Indiana(3/9/2020)
RR
Iowa(3/12/2020)
RR
Kansas(3/12/2020)
RR
Kentucky(3/9/2020)
RR
Louisiana(3/3/2020)
RR
Maine(3/9/2020)
RR
Maryland(3/9/2020)
RR
Massachusetts(3/3/2020)
RR
Michigan(3/10/2020)
RR
Minnesota(3/10/2020)
RR
Mississippi(3/9/2020)
RR
Missouri(3/9/2020)
RR
Montana(3/9/2020)
RR
Nebraska(3/13/2020)
RR
Nevada(3/16/2020)
RR
New Hampshire(3/5/2020)
RR
New Jersey(1/30/2019)
IAR
New Jersey(3/31/2025)
RR
New Mexico(3/9/2020)
RR
New York(1/29/2019)
IAR
New York(3/31/2025)
RR
North Carolina(3/3/2020)
RR
North Dakota(3/9/2020)
RR
Ohio(3/8/2020)
RR
Oklahoma(3/9/2020)
RR
Oregon(3/16/2020)
RR
Pennsylvania(3/9/2020)
RR
Puerto Rico(3/17/2020)
RR
Rhode Island(3/11/2020)
RR
South Carolina(3/3/2020)
RR
South Dakota(3/10/2020)
RR
Tennessee(3/9/2020)
RR
Texas(3/10/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/9/2020)
RR
Vermont(3/9/2020)
RR
Virgin Islands(3/9/2020)
RR
Virginia(3/9/2020)
RR
Washington(3/6/2020)
RR
West Virginia(3/23/2020)
RR
Wisconsin(3/9/2020)
RR
Wyoming(3/9/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Wealth Management Senior Relationship ManagerCRD#: 104555Staten Island, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
