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Joshua M. Hoffman

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Morgan Stanley Smith Barney Llc Ocala FL 06/2016 07/2017
Morgan Stanley Private Bank, N.A. New York NY 06/2016 07/2017
Regions Bank Ocala FL 07/2017 03/2018
Black Diamond Jacksonville FL 03/2018 01/2021
Fidelity Investments Jacksonville FL 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 07/2017
    Morgan Stanley Smith Barney Llc
    Ocala, FL
  • 06/2016 → 07/2017
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2017 → 03/2018
    Regions Bank
    Ocala, FL
  • 03/2018 → 01/2021
    Black Diamond
    Jacksonville, FL
  • 01/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2016-08-08 → 2017-06-27
    Morgan Stanley
    Ocala, FL
    The Villages, FL
Other Businesses

OBA-126219|OrgNmn:Trailer Girls, LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:The LLC is a company that my w|Invst Rel:N|Title:I dont have a position in the com|Duties:manage facebook page for the LLC, and minor trailer repairs |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-26
S66 Uniform Combined State Law Examination 2016-07-15
  • S63 Uniform Securities Agent State Law Examination
    2021-05-26
  • S66 Uniform Combined State Law Examination
    2016-07-15
Designations
Other Names
  • Joshua Michael Hoffman
  • Joshua Hoffman

View on SEC IAPD

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