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Joseph Trotto

Strategic Advisers LLC

Naples, FL

Naples, 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

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Naples, FL • 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
Td Ameritrade Smithtown NY 04/2014 11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 11/2019 06/2020
Fidelity Investments Fort Lauderdale FL 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2020-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
  • 2019-11-12 → 2020-06-29
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boca Raton, FL
  • 2014-05-29 → 2019-11-10
    Td Ameritrade, Inc.
    Lake Grove, NY
    Fort Lauderdale, FL
    Aventura, FL
  • 2014-05-30 → 2019-11-10
    Td Ameritrade Investment Management, Llc
    Smithtown, NY
    Ft Lauderdale, FL
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-29
S63 Uniform Securities Agent State Law Examination 2013-08-30
  • S66 Uniform Combined State Law Examination
    2014-05-29
  • S63 Uniform Securities Agent State Law Examination
    2013-08-30
Designations
Other Names
  • Joey Trotto
  • Joe Trotto
  • Joseph Trotto
  • Joseph John Trotto

View on SEC IAPD

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