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Joshua Casper

Strategic Advisers LLC

Boston, MA

Reading, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Reading, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Framingham MA 06/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → Present
    Fidelity Brokerage Services Llc
    Framingham, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Reading, MA
  • 2018-07-13 → 2022-09-20
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-08-04 → 2018-07-13
    Strategic Advisers Llc
    Framingham, MA
  • 2015-01-12 → 2015-06-02
    Usaa Financial Planning Services
    Vienna, VA
  • 2005-12-05 → 2014-09-26
    Strategic Advisers Llc
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-21
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S66 Uniform Combined State Law Examination
    2005-11-21
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28
Designations
Other Names
  • Joshua Lee Casper

View on SEC IAPD

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ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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