Alicia P. Majeski
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant
EPPING, NH
Some features on this profile are disabled
CRD#: 6074230
Professional summary
Alicia Penell Majeski, who also goes by Alicia Penell Majeski, Alicia Penell Vassallo, Alicia Vassallo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Epping, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Burlington, Massachusetts.
Alicia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Alicia has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I provide clients with premier financial services through delivering clear, concise instructions on how to achieve a stated objective. And, I take care of everything possible on behalf of the client. My client relationships are built around trust, which I establish with follow-through and diligence. Lastly, my approach to financial planning is a complex-made-simple approach. Our conversations are lead by personal goals, followed by education, and finally, execution and monitoring.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alicia Penell Majeski | Alicia Penell Vassallo | Alicia Vassallo
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 Alicia Penell Majeski'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
Plymouth State University
Bachelor of Business Administration - Business
2010
University of New Hampshire
Associate of Applied Business - Business Management
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1500 District Ave, Burlington, MA 01803Office #3: 44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528RIA
CRD#: 104555
EPPING, NH
Current
September 14, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Burlington Mall Road Ste 100, Burlington, MA 01803BD
CRD#: 7784
BURLINGTON, MA
Past
September 30, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BURLINGTON, MA
Past
January 15, 2020 - June 21, 2022
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
WALTHAM, MA
Past
January 2, 2020 - June 21, 2022
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
July 2, 2018 - September 10, 2018
EQUITY SERVICES, INC.
BD
CRD#: 265
Manchester, NH
Past
June 26, 2018 - September 10, 2018
EQUITY SERVICES, INC.
RIA
CRD#: 265
Manchester, NH
Past
October 21, 2014 - January 11, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
August 14, 2012 - January 10, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
NASHUA, NH
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(9/14/2022)
RR
Alaska(9/14/2022)
RR
Arizona(9/14/2022)
RR
Arkansas(9/14/2022)
RR
California(9/14/2022)
RR
Colorado(9/14/2022)
RR
Connecticut(9/14/2022)
RR
Delaware(9/14/2022)
RR
District of Columbia(9/14/2022)
RR
Florida(9/14/2022)
RR
Georgia(9/14/2022)
RR
Hawaii(9/14/2022)
RR
Idaho(9/14/2022)
RR
Illinois(9/14/2022)
RR
Indiana(9/14/2022)
RR
Iowa(9/14/2022)
RR
Kansas(9/14/2022)
RR
Kentucky(9/14/2022)
RR
Louisiana(9/14/2022)
RR
Maine(9/14/2022)
RR
Maryland(9/14/2022)
RR
Massachusetts(9/14/2022)
IAR
Massachusetts(3/31/2025)
RR
Michigan(9/14/2022)
RR
Minnesota(9/14/2022)
RR
Mississippi(9/14/2022)
RR
Missouri(9/14/2022)
RR
Montana(9/14/2022)
RR
Nebraska(9/14/2022)
RR
Nevada(9/14/2022)
RR
New Hampshire(9/14/2022)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(9/14/2022)
RR
New Mexico(9/14/2022)
RR
New York(9/14/2022)
RR
North Carolina(9/14/2022)
RR
North Dakota(9/14/2022)
RR
Ohio(9/14/2022)
RR
Oklahoma(9/14/2022)
RR
Oregon(9/14/2022)
RR
Pennsylvania(9/14/2022)
RR
Puerto Rico(9/14/2022)
RR
Rhode Island(9/14/2022)
RR
South Carolina(9/14/2022)
RR
South Dakota(9/14/2022)
RR
Tennessee(9/14/2022)
RR
Texas(9/14/2022)
IAR
Texas(3/31/2025)
RR
Utah(9/14/2022)
RR
Vermont(9/14/2022)
RR
Virgin Islands(9/14/2022)
RR
Virginia(9/14/2022)
RR
Washington(9/14/2022)
RR
West Virginia(9/14/2022)
RR
Wisconsin(9/14/2022)
RR
Wyoming(9/14/2022)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
