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Joseph Vessecchia

Strategic Advisers LLC

Chappaqua, NY

Yorktown Hts, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

480 Bedford Road, Chappaqua, NY 10514-1715 • United States

Yorktown Hts, NY • 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
Charles Schwab & Co., Inc. Stamford CT 03/2015 04/2018
Charles Schwab Bank Stamford CT 03/2015 04/2018
E*Trade Securities Llc New York NY 04/2018 10/2023
E*Trade Capital Management Llc New York NY 04/2018 10/2023
Morgan Stanley New York NY 03/2023 10/2023
Morgan Stanley New York NY 09/2023 10/2023
Morgan Stanley New York NY 09/2023 10/2023
Fidelity Investments Chappaqua NY 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 04/2018
    Charles Schwab & Co., Inc.
    Stamford, CT
  • 03/2015 → 04/2018
    Charles Schwab Bank
    Stamford, CT
  • 04/2018 → 10/2023
    E*Trade Securities Llc
    New York, NY
  • 04/2018 → 10/2023
    E*Trade Capital Management Llc
    New York, NY
  • 03/2023 → 10/2023
    Morgan Stanley
    New York, NY
  • 09/2023 → 10/2023
    Morgan Stanley
    New York, NY
  • 09/2023 → 10/2023
    Morgan Stanley
    New York, NY
  • 10/2023 → Present
    Fidelity Investments
    Chappaqua, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chappaqua, NY
  • 2023-09-05 → 2023-10-17
    Morgan Stanley
    New York, NY
  • 2018-05-01 → 2023-09-05
    Harrisdirect Llc
    New York, NY
    Arlington, VA
    New York, NY
    New York, NY
  • 2015-07-31 → 2018-04-16
    Charles Schwab & Co., Inc.
    Stamford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-31
  • S66 Uniform Combined State Law Examination
    2015-07-31
Other Names
  • Joe Vessecchia

View on SEC IAPD

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EDENBROOK CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC
SAMALIN WEALTH
BJS ADVISORS

Other Investors

Jacob Hadad
DANIEL JOHN GRIFFIN
DEREK ADNAMS
JOHN J. HAYES
NICOLE MARIE LOPEZ
HERNANDO PAREDES
THOMAS M. FOX
ALEX WEST

Other Offices

WESFAIR ADVISORY GROUP, INC. · CHAPPAQUA, NY
COMMONWEALTH FINANCIAL NETWORK · Chappaqua, NY
J.P. MORGAN SECURITIES LLC · Chappaqua, NY
KOHLBERG & COMPANY · MOUNT KISCO, NY
EDENBROOK CAPITAL, LLC · MOUNT KISCO, NY
CETERA INVESTMENT ADVISERS LLC · MOUNT KISCO, NY
J.P. MORGAN SECURITIES LLC · CHAPPAQUA, NY
SAMALIN WEALTH · CHAPPAQUA, NY

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