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Joseph Vargin

Strategic Advisers LLC

Greenville, DE

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-02-12
PA RA APPROVED 2026-02-12
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2026-02-12
  • PA RA
    APPROVED
    Since 2026-02-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Philadelphia, PA • 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
Charles Schwab & Co, Inc Brooklyn NY 02/2017 04/2021
Healthcare Services Group Bensalem PA 06/2016 02/2017
Charles Schwab Bank Brooklyn NY 04/2018 04/2021
Stordahl Capital Management Greenwood Village CO 04/2021 11/2021
Unemployed Denver CO 11/2021 01/2022
Fidelity Brokerage Services Llc Broomfield CO 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 04/2021
    Charles Schwab & Co, Inc
    Brooklyn, NY
  • 06/2016 → 02/2017
    Healthcare Services Group
    Bensalem, PA
  • 04/2018 → 04/2021
    Charles Schwab Bank
    Brooklyn, NY
  • 04/2021 → 11/2021
    Stordahl Capital Management
    Greenwood Village, CO
  • 11/2021 → 01/2022
    Unemployed
    Denver, CO
  • 01/2022 → Present
    Fidelity Brokerage Services Llc
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
  • 2021-04-01 → 2021-11-10
    Stordahl Capital Management, Inc.
    Greenwood Village, CO
  • 2017-07-07 → 2021-04-30
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Indianapolis, IN
    Paramus, NJ
    Red Bank, NJ
    New York City, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-07
S63 Uniform Securities Agent State Law Examination 2015-10-08
  • S66 Uniform Combined State Law Examination
    2017-07-07
  • S63 Uniform Securities Agent State Law Examination
    2015-10-08
Designations
Other Names
  • Joseph Salvatore Vargin
  • Joseph Vargin

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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