Josh Lucarelli

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

• 08/2020 → 11/2021
  Pruco Securities, Llc
  Mount Pleasant, SC
• 08/2018 → 07/2020
  Unemployed
  Goose Creek, SC
• 07/2018 → 08/2018
  Republic Parking
  Charleston, SC
• 02/2017 → 07/2018
  Unemployed
  Goose Creek, SC
• 12/2016 → 02/2017
  Heritage Pool Llc
  North Charleston, SC
• 07/2014 → 12/2016
  O2 Fitness
  Goose Creek, SC
• 11/2020 → 11/2021
  The Prudential Insurance Company Of America
  Mount Pleasant, SC
• 11/2021 → Present
  Fidelity Investments
  Mount Pleasant, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
• 2021-04-01 → 2021-11-04
  Pruco Securities, Llc.
  Mt. Pleasant, SC
  Charlotte, NC

Other Businesses

OBA-100002|OrgNmn:Luca Capital Management LLC|Org Addr:Goose Cree,South Caro,US|OBA Nature:Rental property|Invst Rel:Y|Title:Sole Proprietor|Duties:Manage my own rental property|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-109446|OrgNmn:Luca Co Holdings LLC|Org Addr:Goose Cree,South Caro,US|OBA Nature:Rental Properties|Invst Rel:Y|Title:Partner|Duties:Property owner|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-10-12

Other Names

• Joshua Lucarelli
• Josh Lucarelli