Jersey City, NJ Washington Blvd Office

Erin Buchanan is a financial advisor at Fidelity with nine years of industry experience and holds the Series 66 designation. Her prior roles include positions at CUSO Financial Services, Columbia Credit Union, and AXA Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a wide range of mutual funds, ETFs, and ETPs.

Elliot Wiesen is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory among other services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Schofer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various units of Fidelity since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising registered investment companies, use of systematic methodologies, and delivery of model portfolios to intermediary platforms.

Jalen Glenn is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes four years at BlackRock and two years at Davis Polk & Wardwell LLP, along with four years studying at Fordham University. Glenn serves as a Junior Board Member for Tuesday’s Children and participates on advisory boards at Fordham University, including the Advisory Board for Fordham College at Lincoln Center and the Advisory Committee on Socially Responsible Investing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investable assets.

Grace Arecchi is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her work history includes roles at Merrill, TD Ameritrade, and Leggett & Sand Bar prior to joining Fidelity. She also has experience outside finance, having worked at the Original Pancake House for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a distinctive role advising multiple registered investment companies and delivering model portfolios through systematic methodologies.

Elisa Agosto is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model assets.

David Peterson is a financial advisor at Fidelity with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity entities since 2014. Outside of his advisory role, he serves as Chairman and President of Sequoia Properties, Inc., a real estate investment company. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.