Joshua E Goldfarb

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

• 11/2011 → Present
  Fidelity Investments
  Wilmington, DE
• 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
  Boston, MA
  Greenville, DE
  Cherry Hill, NJ
• 2012-02-13 → 2018-07-13
  Strategic Advisers Llc
  Wilmington, DE
  Greenville, DE
• 2011-11-15 → 2011-12-15
  Valic Financial Advisors, Inc.
  Mount Laurel, NJ
• 2007-11-05 → 2011-09-22
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Joshua Evan Goldfarb