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Trushar Jayendra Joshi

Strategic Advisers LLC

Bellevue, WA

Redmond, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
WA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bellevue, WA • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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
Usaa Financial Advisors, Inc. Addison TX 04/2011 06/2017
Usaa Financial Planning Services Addison TX 04/2011 06/2017
Self Employed Nashville TN 05/2018 10/2018
Unemployed Dallas TX 07/2017 05/2018
Fidelity Brokerage Services Llc Bellevue WA 11/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → 06/2017
    Usaa Financial Advisors, Inc.
    Addison, TX
  • 04/2011 → 06/2017
    Usaa Financial Planning Services
    Addison, TX
  • 05/2018 → 10/2018
    Self Employed
    Nashville, TN
  • 07/2017 → 05/2018
    Unemployed
    Dallas, TX
  • 11/2018 → Present
    Fidelity Brokerage Services Llc
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
  • 2011-05-23 → 2017-06-29
    Usaa Financial Planning Services
    Addison, TX
    Seattle, WA
    Addison, TX
  • 2010-07-12 → 2011-04-04
    Td Ameritrade, Inc.
    Westlake, TX
  • 2010-07-12 → 2011-04-04
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-11
S63 Uniform Securities Agent State Law Examination 2001-01-31
  • S66 Uniform Combined State Law Examination
    2010-07-11
  • S63 Uniform Securities Agent State Law Examination
    2001-01-31
Designations

View on SEC IAPD

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