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Joseph Disanto

Strategic Advisers LLC

Durham, NC

Cary, NC

CRD 7325559

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Cary, NC • 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
The Vanguard Group, Inc. Malvern PA 01/2021 01/2022
Jp Morgan Chase & Co. Newark DE 06/2016 11/2020
The Vanguard Group, Inc. Charlotte NC 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 01/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2016 → 11/2020
    Jp Morgan Chase & Co.
    Newark, DE
  • 01/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
S63 Uniform Securities Agent State Law Examination 2021-02-23
  • S66 Uniform Combined State Law Examination
    2022-04-08
  • S63 Uniform Securities Agent State Law Examination
    2021-02-23
Other Names
  • Joe Disanto
  • Joseph Disanto
  • Joseph Dominic Disanto

View on SEC IAPD

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