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Joseph P. Barbusca

Strategic Advisers LLC

Massapequa Park, NY

Plainview, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Massapequa Park, NY • United States

1551 Old Country Rd, Plainview, NY 11803-5014 • 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
Jp Morgan Chase Bank Na Oceanside NY 03/2009 03/2019
J.P. Morgan Securities Llc Oceanside NY 10/2012 03/2019
Jpmorgan Chase Bank, N.A. New York NY 01/2018 03/2019
Jpmorgan Chase Bank Na New York NY 04/2019 05/2020
Jpmorgan Securities Llc New York NY 04/2019 06/2020
Fidelity Investments Plainview NY 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2009 → 03/2019
    Jp Morgan Chase Bank Na
    Oceanside, NY
  • 10/2012 → 03/2019
    J.P. Morgan Securities Llc
    Oceanside, NY
  • 01/2018 → 03/2019
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 04/2019 → 05/2020
    Jpmorgan Chase Bank Na
    New York, NY
  • 04/2019 → 06/2020
    Jpmorgan Securities Llc
    New York, NY
  • 06/2020 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
  • 2016-11-30 → 2019-04-04
    J.P. Morgan Securities Llc
    Oceanside, NY
    Oceanside, NY
    Rockville Center, NY
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-19
S63 Uniform Securities Agent State Law Examination 2008-08-07
  • S66 Uniform Combined State Law Examination
    2016-11-19
  • S63 Uniform Securities Agent State Law Examination
    2008-08-07
Other Names
  • Joe Barbusca
  • Joseph Philip Barbusca

View on SEC IAPD

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