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Joseph Anthony Siragusa

Strategic Advisers LLC

Knoxville, TN

Knoxville, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Knoxville, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • 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 Investments New York NY 11/2000 Present
Strategic Adisers Columbus OH 06/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2000 → Present
    Fidelity Investments
    New York, NY
  • 06/2003 → Present
    Strategic Adisers
    Columbus, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, SC
    Knoxville, TN
  • 2003-07-09 → 2018-07-13
    Strategic Advisers Llc
    Columbus, OH
    Ft. Lauderdale, FL
    Knoxville, TN
    Sarasota, FL
    Greenville, SC
Other Businesses

OBA-113987|OrgNmn:Catholic Charities of East TN|Org Addr:Knoxville,Tennessee,US|OBA Nature:Community Relief and Support t|Invst Rel:N|Title:Trustee|Duties:I provide input and ideas for their development activities. I have not voting rights or ability to make decisions|StrtDt:01-01-24|TotHrs/mon:4|TrdHrs/mon:1|OBA-113816|OrgNmn:Executor for the Estate of Patrica Chapla|Org Addr:Knoxville,Tennessee,US|OBA Nature:I am an executor of an estate |Invst Rel:Y|Title:Executor|Duties:Recordkeeping and distribution of assets|StrtDt:04-01-22|TotHrs/mon:10|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-05
  • S66 Uniform Combined State Law Examination
    2002-04-05
Other Names
  • Joseph A. Siragusa

View on SEC IAPD

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