Joseph Thomas Shumbata

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-08
MA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-01-08
MA RA
APPROVED

Since 2025-03-31

Branch Locations

Hingham, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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

Organization	City	State	From	To
Umemployed	Hingham	MA	09/2022	12/2022
Morgan Stanley	Boston	MA	12/2014	09/2022
Morgan Stanley	Boston	MA	12/2022	05/2024
Morgan Stanley Private Bank, N.A.	New York	NY	01/2019	09/2022
Fidelity Investments	Hingham	MA	05/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2022 → 12/2022

Umemployed

Hingham, MA
12/2014 → 09/2022

Morgan Stanley

Boston, MA
12/2022 → 05/2024

Morgan Stanley

Boston, MA
01/2019 → 09/2022

Morgan Stanley Private Bank, N.A.

New York, NY
05/2024 → Present

Fidelity Investments

Hingham, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-07-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Hingham, MA
2022-12-21 → 2024-05-15

Morgan Stanley

Boston, MA
2014-12-22 → 2022-10-19

Morgan Stanley

Boston, MA

Boston, MA
2006-05-05 → 2009-07-21

Equitable Advisors, Llc

Wellesley, MA

Wellesley, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-02

S66 Uniform Combined State Law Examination

2015-07-02

Other Names

Joseph Thomas Shumbata
Joseph T Shumbata
Joseph Shumbata

View on SEC IAPD

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