Joseph Lefebvre

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

• 07/2021 → 05/2022
  Cross Point Financial Advisors, Llc
  Chelmsford, MA
• 05/2019 → 07/2021
  Sudbury Design Group
  Sudbury, MA
• 09/2022 → 09/2023
  Equity Services, Inc.
  Montpelier, VT
• 06/2022 → 09/2023
  The Quintessential Experience In Financial Service/National Life
  Hauppauge, NY
• 05/2018 → 08/2018
  Breau Lawn And Landscape
  Fitchburg, MA
• 10/2023 → 06/2024
  Jpmorgan Chase Bank, N.A.
  Greenvale, NY
• 10/2023 → 06/2024
  J.P. Morgan Securities Llc
  Greenvale, NY
• 10/2013 → 04/2018
  Unemployed
  Chelmsford, MA
• 09/2018 → 04/2019
  Unemployed
  Chelmsford, MA
• 07/2021 → 05/2022
  Lpl Financial, Llc
  Chelmsford, MA
• 06/2024 → Present
  Fidelity Investments
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
• 2023-11-02 → 2024-06-04
  J.P. Morgan Securities Llc
  Greenvale, NY
• 2022-11-04 → 2023-09-14
  Equity Services, Inc.
  Hauppauge, NY

Other Businesses

OBA-129719|OrgNmn:Castaways Steak and Seafood|Org Addr:Port Jeffe,New York,US|OBA Nature:Food and Restaurant|Invst Rel:N|Title:Employee|Duties:Serving/Bar backing at Restaurant|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04

Designations

• Certified Financial Planner

Other Names

• Joseph Michael Lefebvre