Millburn, NJ Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,062

Across 1,880 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.

The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.

Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.

Based on Fidelity

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

150 Essex St

Millburn NJ 07041-1631

Advisors at this office

44

Advisors at this office

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Sean H

Series 66

Millburn, NJ

Fidelity

Sean Humphrey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and systematic methodologies.

Charitable giving & philanthropy Active portfolio management

Tara P

Series 63, Series 66

Millburn, NJ

Fidelity

Tara Pardo is a Financial Consultant at Fidelity Investments, bringing three decades of experience in the financial services industry. She began her career at Goldman Sachs, where she served as Vice President of Equity Sales from 1992 to 2018. Following that, she was a Senior Relationship Manager at Lord Abbett from 2018 to 2022 before joining Fidelity in 2023. Throughout her career, Tara has focused on helping clients with wealth planning and financial strategies. She emphasizes collaborating with clients to create, implement, and monitor plans that align with their individual goals. Her work at Fidelity leverages the firm's resources to assist clients in making informed decisions for their financial futures.

Wealth management Financial Professional

Robert M

Series 63, Series 65

Millburn, NJ

Fidelity

Robert Moriggia is an Investment Consultant who works with individuals and families to build trusted, long-term relationships centered on their financial goals and evolving needs. He emphasizes listening first, providing clear and thoughtful guidance, and tailoring strategies to each client's situation. His approach focuses on consistent communication and transparency to ensure clients feel informed and confident in their decisions. Robert's professional experience includes roles as a Financial Analyst at JPMorgan Chase from 2024 to 2025 and as a Private Client Banker at JPMorgan Chase from 2022 to 2024. This background has contributed to his expertise in financial analysis and client banking services. Outside of his professional work, Robert has interests in fitness, football, military service, parenthood, reading, and traveling.

Wealth management Financial Professional

Mark V

Series 66

Millburn, NJ

Fidelity

Mark Villani is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he worked as a Financial Solutions Advisor at Bank of America-Merrill Lynch from 2011 to 2020. With many years of experience as a financial consultant, Mark focuses on developing financial strategies tailored to his clients' goals and aspirations. He emphasizes the importance of building trust and understanding his clients and their families to support sound financial planning. Outside of his professional work, Mark enjoys board games, concerts, football, outdoor adventures, and spending time with his pets.

Wealth management Financial Professional

Carmine D

Series 66

Millburn, NJ

Fidelity

Carmine Dellanno is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans for major life goals including retirement, home purchases, and college expenses. He also assists clients in creating investment strategies tailored to their goals, risk tolerance, and investment preferences. Carmine has held multiple roles at Fidelity Investments, progressing from Investment Solutions Representative 1 (2022-2023), to Investment Consultant (2023-2025), and currently Financial Consultant since 2025. Prior to Fidelity, he worked as an Investment Specialist at Merrill Edge in 2022 and as a Teller at TD Bank in 2021. Outside of his professional work, Carmine enjoys baseball, football, golf, family activities, and social events with friends.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management Passive / index investing

Christopher A

CFP®, CFA®, Series 63

Millburn, NJ

Fidelity

Christopher Ahlstrand is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on building trust and assisting clients and their families with their financial and wealth planning needs. He has been with Fidelity Investments since 2015, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and now Wealth Planner. Christopher has broad financial services experience and holds the Certified Financial Planner and Chartered Financial Analyst designations. He works closely with clients to simplify complex financial topics and assist them in pursuing their financial goals.

Wealth management

Taylor P

Series 66

Millburn, NJ

Fidelity

Taylor Pollio is a Financial Consultant at Fidelity Investments, a role held since 2026. Prior to this position, Taylor served in various capacities at Fidelity Investments, including Planning Consultant (2025-2026), Investment Consultant (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). This progression reflects a continuous commitment to the financial services industry and experience in client-focused roles. Taylor's professional approach centers on empowering individuals to achieve financial success and security through personalized strategies and comprehensive planning. The focus is on integrity and a commitment to excellence to guide clients toward their financial goals while ensuring they feel comfortable and confident throughout the process. Outside of professional responsibilities, Taylor has interests in baseball, cars, football, social events with friends, and golf.

Wealth management

Sebastian P

Series 63, Series 66

Millburn, NJ

Fidelity

Sebastian Parco is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he builds strong relationships with clients by understanding their personal and financial situations. He analyzes risks and works with clients to develop and improve their overall financial plans, assisting in implementing agreed-upon strategies and maintaining ongoing communication to adjust plans as client goals evolve. Sebastian has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, and OSG Associate. Prior to that, he was a Registered Representative at GAC from 2013 to 2014. His experience spans various aspects of financial consulting and client relationship management. Outside of his professional work, Sebastian enjoys family activities, exploring food, football, movies, soccer, and traveling.

Wealth management

Vincent R

Series 63, Series 66

Millburn, NJ

Fidelity

Vincent Ruzek is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager and Financial Representative at Fidelity Investments starting in 2022, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2022. In his current role, Vincent helps his clients and their families prepare and plan for their financial future by building financial plans aimed at simplifying their financial lives, protecting and growing accumulated wealth, and offering guidance on investment decisions. He emphasizes establishing ongoing relationships to provide financial services throughout various stages of his clients' lives. Vincent holds a California Insurance License. Outside of his professional work, Vincent has interests in fitness, football, movies, music, softball, and traveling.

General retirement planning Wealth management Cash flow / budgeting

Gabriel B

CFP®, Series 63, Series 66

Millburn, NJ

Fidelity

Gabe Berkowitz is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with individuals and their families to address key wealth planning themes, including Investment Planning, Retirement Planning, Income Protection, and facilitating Family Conversations. Before joining Fidelity Investments, Gabe worked as a Financial Advisor at Morgan Stanley from 2011 to 2014. He is a Certified Financial Planner® and focuses on helping clients identify and work towards their financial goals and aspirations.

Wealth management General retirement planning Income planning Long-term care insurance
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Richard G

Series 63, Series 66

Millburn, NJ

Fidelity

Richard Gronske is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, JP Morgan Chase, Capital One Investing, and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Charitable giving & philanthropy Active portfolio management

Christopher T

Series 66

Millburn, NJ

Fidelity

Christopher Touma is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2023 to 2025. In his current role, Christopher assists clients with holistic retirement planning and helps implement investment strategies tailored to their individual needs. He emphasizes taking the time to understand each client's unique goals to provide personalized financial guidance. Christopher's professional experience centers on investment consulting and financial representation, focusing on retirement planning and investment strategy implementation. Outside of work, he has interests in beach activities, boating, cars, fitness, and exploring food.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management

Pigine K

Series 63, Series 66

Millburn, NJ

Fidelity

Pigine Kalemba is a Financial Consultant at Fidelity Investments, where she partners with clients to understand their goals, co-create financial plans, and identify investment strategies tailored to their unique needs and preferences. She has been with Fidelity Investments since 2019, serving in various roles including Planning Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity Investments, Pigine worked as an Estate & Inheritance Financial Adviser at Merrill Lynch from 2017 to 2019, a Business Banker at JP Morgan Chase from 2014 to 2017, and as an Agent at New York Life Insurance Company from 2013 to 2014. Her professional experience spans financial consulting, investment advice, estate planning, and banking. Outside of her professional work, Pigine enjoys family activities, playing musical instruments, spending time at the lake, outdoor adventures, singing, and caring for pets.

General estate planning guidance Inheritance planning Wealth management Cash flow / budgeting
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Wooldy P

Series 66

Millburn, NJ

Fidelity

Wooldy Pierre is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Brokerage Services since 2020 and held a position at TD Ameritrade from 2014 to 2020. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Charitable giving & philanthropy Active portfolio management

Gerard E

Series 66

Millburn, NJ

Fidelity

Gerard Erbeck is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with clients to help them make educated decisions regarding their finances and goals by understanding their unique objectives and overall vision for their financial future. Gerard collaborates with clients to create a roadmap aimed at growing, protecting, and distributing their wealth, with the purpose of fostering confidence and security in their financial plans. Prior to his current role, Gerard accumulated experience as a Specialist at PIMCO from 2011 to 2021, and as a Senior Internal Advisor Consultant at Allianz Global Investors from 2006 to 2011. His professional background spans over a decade and a half in financial services, focusing on client advisory and wealth management. Outside of his professional responsibilities, Gerard has personal interests in baseball, cooking and baking, family activities, football, golf, and photography.

Wealth management
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