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Gianni Salamone

Strategic Advisers LLC
28 Years of Experience
Fort Worth, TX
1 DisclosureBroker
View SEC Summary
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Gianni Salamone is a registered investment advisor at Strategic Advisers LLC, based in Fort Worth, TX, with 28 years of industry experience. Gianni is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Fort Worth, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gianni works as a bartender at Teddy Wongs Dumplings and Wine, a restaurant in Fort Worth, dedicating about a quarter of their time to this role. This activity is not investment-related.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
November 2013 - Present · 12 yrs 11 mos
Fidelity Brokerage Services LLC
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
November 2013 - July 2018 · 4 yrs 8 mos
Charles Schwab & CO., INC.Broker
April 2011 - July 2013 · 2 yrs 3 mos
Charles Schwab & CO., INC.
April 2011 - July 2013 · 2 yrs 3 mos
Strategic Advisers, INC.
March 2005 - April 2011 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
May 1998 - April 2011 · 12 yrs 11 mos
Fidelity Investments Institutional Services Company, INC.Broker
January 1997 - May 1998 · 1 yr 4 mos
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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