Joseph M Shutt

Current Employers

Employment History

• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2022 → 04/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2022 → 04/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 07/2021 → 08/2022
  Unemployed
  Reading, MA
• 04/2023 → 10/2024
  Voya Financial Advisors
  Windsor, CT
• 10/2024 → 01/2025
  Newedge Advisors, Llc.
  New Orelans, LA
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Concord, MA
• 09/2025 → 11/2025
  Arlington Catholic High School
  Arlington, MA
• 03/2022 → 03/2022
  Prudential Insurance Company Of America
  Wakefield, MA
• 10/2024 → 01/2025
  Perennial Edge Advisors
  Burlington, MA
• 01/2025 → 09/2025
  Unemployed
  Reading, MA
• 02/2026 → Present
  Bank Of America, N.A.
  Concord, MA
• 05/2000 → 06/2021
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-10 → 2025-01-31
  Newedge Advisors
  Burlington, MA
  New Orleans, LA
• 2023-04-25 → 2024-09-19
  Voya Financial Advisors, Inc.
  Windsor, CT
  Windsor, CT
  Reading, MA
• 2022-10-04 → 2023-04-13
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Reading, MA
• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-06-29 → 2018-07-13
  Strategic Advisers Llc
  West Hartford, CT
  Braintree, MA
  Burlington, MA
  Burlington, MA
  Cambridge, MA
  New Haven, CT
  Westwood, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-23
• S63 Uniform Securities Agent State Law Examination
  1989-11-29

Other Names

• Joseph Michael Shutt