Joseph Frisella

Strategic Advisers LLC

Staten Island, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-10-30
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-10-30
NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Staten Island, NY • 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

Organization	City	State	From	To
New York Life Insurance Agency	Staten Island	NY	02/2021	07/2022
Ahrc Nyc	New York	NY	06/2019	09/2019
Mikey Bagels	Staten Island	NY	06/2015	02/2020
Unemployed	Staten Island	NY	03/2020	01/2021
Education	New York	NY	09/2011	07/2020
Nylife Securities Llc.	Staten Island	NY	01/2022	07/2022
Fidelity Investments	Covington	KY	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2021 → 07/2022

New York Life Insurance Agency

Staten Island, NY
06/2019 → 09/2019

Ahrc Nyc

New York, NY
06/2015 → 02/2020

Mikey Bagels

Staten Island, NY
03/2020 → 01/2021

Unemployed

Staten Island, NY
09/2011 → 07/2020

Education

New York, NY
01/2022 → 07/2022

Nylife Securities Llc.

Staten Island, NY
08/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Staten Island, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-09

S66 Uniform Combined State Law Examination

2022-12-09

Other Names

Joseph A Frisella
Joseph Frisella

View on SEC IAPD

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