Theresa
Villella
Strategic Advisers LLC
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About this Advisor
Theresa Villella is a financial advisor based in East Greenwich, Rhode Island, working with Strategic Advisers LLC. Theresa has previously held positions at Georges Of Galilee, Marshalls, Target, Student, Warwick Country Club, The Cleaning People Ri, Crook Point Brewery, Wicked Fresh Cafe, Coffee Connection, and Fidelity Investments. Theresa has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Theresa is part of Strategic Advisers LLC, which operates out of East Greenwich, Rhode Island. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, and institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Theresa Villella Work History
Fidelity Investments
Fidelity Investments
Crook Point Brewery
Marshalls
The Cleaning People Ri
Georges Of Galilee
Target
Marshalls
Coffee Connection
Warwick Country Club
Wicked Fresh Cafe
Student
Disclosures
Please visit the SEC profile of Theresa Villella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
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