Federated Investment Counseling
35yrs
Top advisor by experience in Villanova
8yrs
Stefano Tecce
Financial advisor at Strategic Advisers
Stefano Tecce is a fiduciary financial advisor in Villanova, Pennsylvania, with 8 years in the industry. After three years at Fidelity Personal and Workplace Advisors, Stefano joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 26 advisors with offices in Villanova, and one of 25 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
Office797 East Lancaster Ave Suite 100, Villanova, PA 19085
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Stefano
Tailored to Stefano’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stefano
How do I contact Stefano?
Call Strategic Advisers at 617-563-7000 and ask for Stefano Tecce. Stefano works from the Villanova, PA office.
How long has Stefano been a financial advisor?
Stefano has been in the industry since 2018, about 8 years. More experience than 52% of advisors at Strategic Advisers.
What licenses does Stefano hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stefano a fiduciary?
Stefano is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stefano paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stefano for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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