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Aimee L. Degiovanni

Strategic Advisers LLC

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About Aimee L. Degiovanni

Aimee L. Degiovanni is a financial advisor who has been registered with the state of Massachusetts since March 2016. Aimee has been a Certified Financial Planner since 2006 and has worked in the financial services industry since September 2013. Aimee is a registered representative of Strategic Advisers LLC and has been registered with the firm since February 2016. Strategic Advisers LLC is a Registered Investment Advisor that provides a wide range of services to individuals, corporations, investment companies, and pooled investment vehicles. Strategic Advisers LLC has more than 1.9 million accounts under management, with more than 824 billion dollars in assets. The firm offers a variety of advisory services, including portfolio management, selection of other advisors, and provider of model portfolios.

Firm Information

Aimee Degiovanni is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Aimee Degiovanni’s Registration & Firm History

MA

03/07/2016 - Present

Strategic Advisers LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 03/10/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aimee L. Degiovanni.
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