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Joseph Michael Winters

Strategic Advisers LLC

Buckeye, AZ

Peoria, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Buckeye, AZ • United States

7565 West Bell Road, Peoria, AZ 85382-3829 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 02/2021 03/2022
Penske Phoenix AZ 04/2018 01/2021
Liberty Mutual Chandler AZ 05/2017 03/2018
Arizona State University-Teladevil Tempe AZ 02/2017 02/2018
Arizona State University Tempe AZ 08/2016 05/2019
Fidelity Investments Peoria AZ 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 03/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 04/2018 → 01/2021
    Penske
    Phoenix, AZ
  • 05/2017 → 03/2018
    Liberty Mutual
    Chandler, AZ
  • 02/2017 → 02/2018
    Arizona State University-Teladevil
    Tempe, AZ
  • 08/2016 → 05/2019
    Arizona State University
    Tempe, AZ
  • 04/2022 → Present
    Fidelity Investments
    Peoria, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-02-07

View on SEC IAPD

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