Wayne, NJ State Route 23 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

57 State Route 23, West Belt Plaza

Wayne NJ 07470-6936

Advisors at this office

30

Advisors at this office

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Ruba Z

Series 63, Series 65

Wayne, NJ

Fidelity

Ruba Zorob is a Planning Consultant at Fidelity Investments. In this role, she focuses on building trust and understanding client needs to help develop personalized financial plans. She collaborates closely with advisors to support clients in working towards their financial goals. Prior to her current position, Ruba worked as an Investment Counselor at Fisher Investments from 2021 to 2022. She also has experience as an Investment Analyst at Merrill Lynch, where she worked from 2017 to 2021.

Charitable giving & philanthropy Active portfolio management Financial Professional

Paul O

Series 66

Wayne, NJ

Fidelity

Paul Ordonez is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works directly with clients to address their wealth management needs, focusing on individualized financial planning. Prior to his current role, Paul gained experience as an Investment Consultant at Fidelity Investments from 2020 to 2021. He also worked at Merrill Lynch, serving as a Registered Private Wealth Associate from 2019 to 2020 and as a Registered Client Associate from 2014 to 2019.

Wealth management Consultant Financial Professional

Antonio C

Series 66

Wayne, NJ

Fidelity

Antonio Carollo is a Financial Consultant at Fidelity Investments, where he provides ongoing financial guidance tailored to clients' evolving needs. He takes a holistic approach to financial planning, developing strategies that align with clients' unique goals and circumstances. Antonio aims to be a consistent and trusted resource, helping clients navigate the complexities of their financial lives with clarity and confidence. Antonio has held several roles at Fidelity Investments, including Financial Representative from 2022 to 2024 and Investment Consultant from 2024 to 2025, prior to his current position. Through these roles, he has gained experience in investment consulting and financial planning. Outside of his professional work, Antonio has personal interests that include cars, fitness, food, golf, movies, and music.

Wealth management Financial Professional

Gregory G

Series 66

Wayne, NJ

Fidelity

Gregory Guss is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before advancing to his current role. Prior to joining Fidelity, Gregory was a Senior Financial Planner at The Ayco Company from 2012 to 2019. His professional experience spans over a decade in financial planning and wealth management, focusing on developing tailored financial plans that address clients' unique situations and goals. Gregory is committed to partnering with clients to work toward their immediate and long-term financial objectives. Outside of his professional work, Gregory has interests in art, outdoor adventures, puzzles, and running.

Wealth management

Joseph S

Series 66

Wayne, NJ

Fidelity

Joseph Sparacino is a Financial Consultant currently with Fidelity Investments, a position he has held since 2025. Prior to this role, he gained experience at Fidelity Investments as a Planning Consultant from 2023 to 2025 and as an Investment Consultant in 2023. His financial services career also includes roles at E*TRADE from Morgan Stanley, where he served as a Financial Consultant from 2021 to 2023 and as an Associate Financial Consultant from 2019 to 2021, as well as experience as an Account Manager at LL Business Management from 2018 to 2019. Throughout his career, Joseph has focused on developing tailored financial strategies that align with the individual priorities of his clients. He collaborates closely with his team and utilizes the resources of his firm to provide clear guidance and insight. Outside of his professional work, he enjoys activities such as golfing, hiking, cooking, and spending time at Lu Nello in Cedar Grove, reflecting personal interests that include beach activities, cooking and baking, fitness, golf, hiking, and traveling.

Wealth management Retirement income strategy Income planning Cash flow / budgeting

Brendan C

CFP®, Series 66

Wayne, NJ

Fidelity

Brendan Cahill is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2014, previously serving as a Financial Consultant and Investment Consultant within the company. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2005 to 2014. With nearly two decades of experience in the financial industry, Brendan specializes in helping clients make informed decisions and stay on track toward their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation and focuses on market trends and planning strategies to provide personalized advice. Outside of his professional work, Brendan's personal interests include golf, military service, parenthood, reading, and snowboarding.

Wealth management Active portfolio management Financial Professional

Richard B

CFP®, Series 63

Wayne, NJ

Fidelity

Zak Bissell is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2015, including Investment Consultant from 2021 to 2024, High Net Worth Service Associate from 2016 to 2021, and Customer Relationship Advocate from 2015 to 2016. As a Certified Financial Planner™, he emphasizes creating sensible plans through meaningful conversations and thoughtful planning to help clients grow, preserve, and live off their wealth. Zak's professional experience spans multiple facets of financial consulting and investment services, reflecting a comprehensive understanding of client needs and financial strategies. Outside of his professional work, he enjoys cooking and baking, exploring culinary experiences as a foodie, and participates in sports such as golf, running, and soccer.

Wealth management
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Reed K

Series 66

Wayne, NJ

Fidelity

Reed Karsen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Montclair State University and UPS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios and manage fund advisory services.

Charitable giving & philanthropy Active portfolio management
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Colin F

Series 63, Series 66

Wayne, NJ

Fidelity

Colin Flynn is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he worked at Loyola University Maryland and operated Flynn Advisory Group. He is also involved with Bovella's Bakery Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of investors, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight of sub-advisers.

Charitable giving & philanthropy Active portfolio management

Rodney A

CFP®, Series 63, Series 66

Wayne, NJ

Fidelity

Rodney Alvarado is currently serving as a Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he provides ongoing coaching and support to associates to ensure they deliver consistent, high-quality guidance to clients through a holistic planning approach. Prior to this role, Rodney held leadership positions including Regional Vice President at Mercer Advisors from 2022 to 2024, Market Director of Wealth at J P Morgan from 2020 to 2022, and Branch Manager at Charles Schwab from 2019 to 2022. He also has extensive experience as a Financial Consultant, having worked at Charles Schwab from 2011 to 2019 and at Fidelity Investments from 2004 to 2011.

Wealth management
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Reyhan L

Series 66

Wayne, NJ

Fidelity

Reyhan Lalaoui is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Reyhan held roles in various organizations including Jersey City Municipal Court and Writers House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Amy H

Series 63, Series 66

Wayne, NJ

Fidelity

Amy Herrera is currently a Planning Consultant at Fidelity Investments, where she assists clients using comprehensive planning tools to support them through various life events. She focuses on understanding what is important to her clients and their families to provide tailored support. Her professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as serving as a Relationship Banker and Brokerage Associate, and previously as a Personal Banker at Wells Fargo Bank. These positions have contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Amy enjoys family activities, exploring food, social events with friends, movies, spending time with pets, and reading.

General retirement planning Income planning Cash flow / budgeting Debt management

Matthew C

Series 63, Series 65

Wayne, NJ

Fidelity

Matthew Clancy serves as Vice President, Financial Consultant, bringing over 30 years of experience in the financial services industry. In his current role, he collaborates closely with clients to understand their unique goals and develop personalized financial strategies through a comprehensive planning process. He emphasizes educating clients and simplifying complex financial concepts to support informed decision-making. His professional experience includes positions at Fidelity Investments from 2015 to 2023, serving as Financial Consultant, Investment Consultant, and Central Relationship Manager. Prior to that, he held leadership roles at AllianceBernstein and Sanford C. Bernstein & Co. Inc., where he managed client reporting and portfolio administration functions. Matthew holds a California Insurance License. Outside of his professional work, he has interests in biking, fishing, golf, soccer, and traveling.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Financial Professional

Tiziana M

Series 66

Wayne, NJ

Fidelity

Tiziana Maganuco - Van Peenen is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2013, previously serving as a Planning Consultant from 2021 to 2023, Relationship Manager from 2014 to 2021, and Financial Representative from 2013 to 2014. Prior to joining Fidelity, Tiziana held various positions at TD Bank from 2007 to 2013, including Assistant Store Manager and Financial Services Representative. With 18 years of experience in the financial industry, Tiziana focuses on goal-based planning to help clients navigate life transitions and prepare financially for the future. She utilizes the resources available at Fidelity to support clients in building trust and confidence as they work toward their financial objectives. Outside of her professional work, Tiziana enjoys skiing and traveling.

General retirement planning Income planning Wealth management Cash flow / budgeting Financial Professional

Steven B

Series 66

Wayne, NJ

Fidelity

Steven Bellog is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Steven has been with Fidelity Investments since 2019. Prior to this, he worked as a Financial Advisor at Morgan Stanley from 2013 to 2019. His professional experience spans several years in financial consulting and advisory services. Outside of his professional work, Steven engages in activities such as family activities, fitness, golf, outdoor adventures, snowboarding, and traveling.

General retirement planning Income planning Wealth management Cash flow / budgeting
View complete list of advisors at this office
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