Joshua Sweeney Loudon

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

• 05/2020 → 04/2021
  Massmutual Life Insurance Company
  Cleveland, OH
• 01/2021 → 04/2021
  Mml Investors Services
  Cleveland, OH
• 05/2012 → 08/2021
  El Campesino
  Streetsboro, OH
• 03/2010 → 07/2017
  Aurora City Schools
  Aurora, OH
• 08/2017 → 05/2021
  Marietta College
  Marietta, OH
• 08/2021 → 07/2022
  Massmutual Life Insurance Company
  Cleveland, OH
• 08/2021 → 07/2022
  Mml Investors Services, Llc
  Cleveland, OH
• 08/2022 → Present
  Fidelity Investments
  Seminole, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seminole, FL
• 2021-08-31 → 2022-07-26
  Mml Investors Services, Llc
  Cleveland, OH
• 2021-02-05 → 2021-04-19
  Mml Investors Services, Llc
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-05-07
• S63 Uniform Securities Agent State Law Examination
  2022-10-10

Other Names

• Josh Loudon
• Joshua Loudon