West Hartford, CT S Main Street Office

Team
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,101

Across 1,879 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

29 S Main Street, Ste A02 Town Center

West Hartford CT 06107-4211

Advisors at this office

57

Advisors at this office

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Jeffrey C

Series 63, Series 66

West Hartford, CT

Fidelity

Jeffrey Candelora is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Marketsource and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with specialized capabilities such as commodity pool operations and formal advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management

Hailey F

Series 63, Series 66

West Hartford, CT

Fidelity

Hailey Fragoso is currently an Investment Consultant, focusing on assisting individuals and families in achieving their financial objectives. She emphasizes understanding clients' goals, values, and concerns to provide education and guidance tailored to their needs. Hailey works collaboratively with clients to develop plans aligned with their priorities. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Solutions Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Prior to that, she worked as an Investor Services Associate at Putnam Investments from 2023 to 2024. These positions have contributed to her understanding of investment solutions and client relationship management.

Wealth management Passive / index investing Tax-loss harvesting Financial Professional
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Michael W

Series 66

West Hartford, CT

Fidelity

Michael Wozniak is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Tradewind Aviation, and Juice Heads LLC. 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 manage portfolios and delivers model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management

Eirini E

Series 63, Series 65

West Hartford, CT

Fidelity

Eirini Emmanouilidou is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2021 and has held several roles including Planning Consultant, Relationship Manager, and Financial Representative. Eirini has experience in helping families navigate financial transitions by developing personalized strategies that align with their goals and values, aiming to provide long-term financial security. Prior to her tenure at Fidelity Investments, she worked at Santander Bank as a Branch Manager and Relationship Banker. Her approach focuses on simplifying financial complexities so clients can concentrate on their priorities.

Cash flow / budgeting Debt management Parents Young Families Married/Couples/Partners
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Jack R

Series 66

West Hartford, CT

Fidelity

Jack Ryan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, his background includes roles at Liberty Honda, Moving Pieces, USI Consulting Group, and Affordable Paint and Tile. Fidelity Strategic Advisers provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Charitable giving & philanthropy Active portfolio management

Shannon S

Series 63, Series 65

West Hartford, CT

Fidelity

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Wealth management

Jaime P

Series 63, Series 66

West Hartford, CT

Fidelity

Jaime Petricca is a Financial Consultant at Fidelity Investments, a position held since 2024. Jaime has more than a decade of experience in the financial services industry, working in partnership with clients to create customized financial plans aligned with their goals. Jaime focuses on delivering thoughtful strategies, clear guidance, and confidence through personalized financial planning. Jaime's professional experience includes roles at several notable financial institutions. Prior to joining Fidelity Investments, Jaime served as Vice President at Goldman Sachs from 2022 to 2024. Other previous roles include Senior Sales Associate at Allspring Global Investments (2020-2022), Associate Regional Director at Wells Fargo Asset Management (2017-2020), Regional Consultant at Congress Asset Management (2015-2017), and Retirement Sales Associate at Putnam Investments (2014-2015).

Wealth management Retirement income strategy Income planning General retirement planning

Matthew C

CFP®, Series 66

West Hartford, CT

Fidelity

Matthew Cohen is a Financial Consultant at Fidelity Investments, where he collaborates with clients to implement comprehensive financial plans tailored to their personal goals. He emphasizes understanding clients and their families to develop strategies aligned with what matters most to them. Matthew has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2023. Throughout his tenure, Matthew has gained experience in client relationship management and investment consulting. He works as part of a team of financial professionals dedicated to providing tailored financial solutions. Outside of his professional responsibilities, Matthew enjoys activities such as beach outings, football, surfing, traveling, and spending time with his pets.

Wealth management Cash flow / budgeting Financial Professional

Michael W

Series 63, Series 65

West Hartford, CT

Fidelity

Mike Wiggins is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop, implement, and maintain financial plans aimed at achieving their goals through a holistic and team-based approach. He focuses on building long-lasting and trusting relationships to provide meaningful support aligned with what matters to his clients. Prior to joining Fidelity, Mike held several roles in the financial services industry. He served as Operations Manager at Voya Financial Advisors from 2017 to 2021, and as a Financial Planning Consultant there from 2015 to 2017. His earlier experience includes positions as a Senior Compliance Analyst at Voya Financial Advisors, Compliance Specialist at Lincoln Financial Group, and Investment Advisor Representative roles at Metlife and Axa Advisors. Mike's career in financial services began in 2001 as a Registered Sales Associate at Suntrust Securities.

Wealth management Financial Professional

Reid M

Series 63, Series 66

West Hartford, CT

Fidelity

Reid Morin is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' values and goals to co-create and update detailed financial plans. Reid is committed to strengthening financial plans and building ongoing client relationships through a collaborative approach.

General retirement planning Income planning Cash flow / budgeting
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Omar L

Series 66

West Hartford, CT

Fidelity

Omar Linares Sanchez is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in the food service industry, including a five-year period at Mancuso's Restaurant & Bar. Outside of advising, he has worked as an independent food courier for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management

James F

Series 63, Series 66

West Hartford, CT

Fidelity

Jim Foley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, and Retirement Solutions Representative. His approach to financial advising is informed by his background in psychology, which guides his understanding of clients' goals and the emotional aspects of investing. He focuses on planning and implementing financial strategies tailored to individual client needs. Outside of his professional work, Jim enjoys bowling, comedy, football, social events with friends, golf, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management
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Lisa S

Series 66

West Hartford, CT

Fidelity

Lisa Stanes is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 66 designation and has worked within various Fidelity divisions since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management

Christopher M

Series 66

West Hartford, CT

Fidelity

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.

General retirement planning Income planning Cash flow / budgeting Debt management

Haig A

Series 63, Series 66

West Hartford, CT

Fidelity

Haig Arakelian is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1998. He has over 27 years of experience working with Fidelity clients and their families, focusing on financial planning and utilizing Fidelity's resources to meet clients' financial needs. Throughout his career at Fidelity, Haig has dedicated himself to helping clients achieve their financial goals through comprehensive financial consulting. His long tenure at the firm reflects his commitment to client service and financial planning. Outside of his professional role, Haig has interests in cars, fitness, gardening, playing musical instruments, reading, and volunteering.

Wealth management Financial Professional
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