Joshua L. Mahoney

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

• 12/2015 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 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
  Ballwin, MO
  St. Louis, MO
• 2018-03-27 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

OBA-16495|OrgNmn:Lewis Expedition Company|Org Addr:Sisters,Oregon,US|OBA Nature:Restore and sell classic off-r|Invst Rel:N|Title:Manager/Member|Duties:1/2 owner of company with my brother. Find, build and sell vehicles to the public.|StrtDt:11-24-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-07-01
• S63 Uniform Securities Agent State Law Examination
  2016-01-27

Other Names

• Lawson Mahoney
• Joshua Lawson Mahoney