Joshua Clapp

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 07/2020
  Northern Trust Bank
  Chicago, IL
• 11/2011 → 08/2019
  Northern Trust Securities Inc
  Chicago, IL
• 07/2020 → 03/2021
  Unemployed
  Valparaiso, IN
• 03/2021 → Present
  Fidelity Investments
  Valparaiso, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Valparaiso, IN
• 2016-12-06 → 2019-08-05
  Northern Trust Securities, Inc.
  Chicago, IL
  Chicago, IL
• 2010-06-04 → 2010-12-31
  Chase Investment Services Corp.
  Merrillville, IN
  Chesterton, IN
  Merrillville, IN
  Munster, IN
  Hobart, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-05
• S66 Uniform Combined State Law Examination
  2010-06-02
• S63 Uniform Securities Agent State Law Examination
  2007-06-19

Other Names

• Joshua Alan Clapp
• Joshua Clapp