STEVEN M. MONGELLI is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-03-07 | 2025-03-31 | — |
| CITIZENS SECURITIES, INC. | 2020-08-12 | 2021-04-13 | — |
| EDWARD D. JONES & CO., L.P. | 2018-04-13 | 2020-07-01 | — |