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Joel J. Estrado

Strategic Advisers LLC

Minneola, FL

Winter Park, 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

Minneola, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Fidelity Investments Jacksonville FL 06/2020 Present
Legal Shield Pembroke Pines FL 09/2008 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2008 → 05/2020
    Legal Shield
    Pembroke Pines, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Altamonte Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-06
  • S66 Uniform Combined State Law Examination
    2020-10-06
Other Names
  • Joel Jedaiah Marc Estrada
  • Joel Jedaiah Marc Estrado
  • Joel Estrado

View on SEC IAPD

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