Alysha D. Parotti
STRATEGIC ADVISERS | Financial Consultant
ELLSWORTH, WI
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CRD#: 7244966
Professional summary
Alysha Diane Parotti, who also goes by Alysha Grosz, Alysha Parotti, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ellsworth, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Oakdale, Minnesota.
Alysha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Alysha has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As a Financial Consultant at Fidelity, my passion is around excellent planning, financial education, and client communication. My desire is to listen to your story and understand your financial and retirement goals. Together, we will co-create a plan ensuring we have various situations and contingencies planned for whether best or worst case scenario. My team and I will work for and with you to identify the tools needed to bring you and your family closer to your goals. Let's get started!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alysha Grosz | Alysha Parotti
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 Alysha Diane Parotti'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
University of Northwestern - St. Paul
Master of Business Administration (MBA) - General Business
2019
University of Northwestern - St. Paul
Bachelor of Science (BS) - Marketing
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8342 3rd Street N, Oakdale, MN 55128-5439RIA
CRD#: 104555
ELLSWORTH, WI
Current
September 2, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8342 3rd Street North, Oakdale, MN 55128BD
CRD#: 7784
Oakdale, MN
Past
September 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAKDALE, MN
Past
July 30, 2020 - August 13, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
GLENWOOD CITY, WI
Past
July 3, 2020 - August 13, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
GLENWOOD CITY, WI
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(9/2/2021)
RR
California(1/5/2026)
RR
Florida(9/2/2021)
RR
Minnesota(9/2/2021)
IAR
Minnesota(3/31/2025)
RR
New Hampshire(7/8/2025)
RR
Tennessee(1/26/2026)
RR
Texas(9/9/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/9/2021)
RR
Washington(5/3/2024)
RR
Wisconsin(9/2/2021)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/2/2020
General Securities Representative ExaminationGeneral 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)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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ellsworth, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
