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Joshua Hughes

Strategic Advisers LLC

Imperial, MO

CRD 7439935

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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
MO RA APPROVED 2025-09-02
TX RA APPROVED 2025-09-02
  • MO RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Imperial, MO • 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
Concentrix Arnold MO 03/2020 05/2021
Td Ameritrade St. Louis MO 09/2021 10/2022
State Farm Kirkwood MO 05/2021 08/2021
Unemployed Arnold MO 09/2018 08/2019
Andres Banquets And Catering St. Louis MO 09/2019 05/2020
Citigroup St. Louis MO 10/2022 03/2024
Doctors Supplement Store Fenton MO 05/2016 08/2018
Equitable Advisors Llc New York NY 03/2024 08/2024
Fidelity Investments Imperial MO 08/2024 Present
  • 03/2020 → 05/2021
    Concentrix
    Arnold, MO
  • 09/2021 → 10/2022
    Td Ameritrade
    St. Louis, MO
  • 05/2021 → 08/2021
    State Farm
    Kirkwood, MO
  • 09/2018 → 08/2019
    Unemployed
    Arnold, MO
  • 09/2019 → 05/2020
    Andres Banquets And Catering
    St. Louis, MO
  • 10/2022 → 03/2024
    Citigroup
    St. Louis, MO
  • 05/2016 → 08/2018
    Doctors Supplement Store
    Fenton, MO
  • 03/2024 → 08/2024
    Equitable Advisors Llc
    New York, NY
  • 08/2024 → Present
    Fidelity Investments
    Imperial, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2022-01-11
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-01-11
Other Names
  • Joshua Aaron Hughes
  • Joshua Hughes
  • Josh Hughes

View on SEC IAPD

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