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Joseph Hilzinger

Strategic Advisers LLC

New York City, NY

Hoboken, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-07
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-07
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Hoboken, NJ • 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
Charles Schwab & Co., Inc. Westlake TX 02/2021 05/2022
One Team Financial Group, Llc Tampa FL 03/2020 02/2021
Best Buy Tampa FL 05/2019 11/2019
Northwestern Mutual Paramus NJ 06/2018 03/2019
Barbizon Lighting Company New York NY 06/2017 12/2020
University Of Tampa Tampa FL 01/2019 12/2020
College Of Charleston Charleston SC 01/2018 01/2019
Florida Southern College Lakeland FL 08/2016 12/2017
Charles Schwab Bank, Ssb Westlake TX 05/2022 05/2022
Fidelity Investments New York City NY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 05/2022
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2020 → 02/2021
    One Team Financial Group, Llc
    Tampa, FL
  • 05/2019 → 11/2019
    Best Buy
    Tampa, FL
  • 06/2018 → 03/2019
    Northwestern Mutual
    Paramus, NJ
  • 06/2017 → 12/2020
    Barbizon Lighting Company
    New York, NY
  • 01/2019 → 12/2020
    University Of Tampa
    Tampa, FL
  • 01/2018 → 01/2019
    College Of Charleston
    Charleston, SC
  • 08/2016 → 12/2017
    Florida Southern College
    Lakeland, FL
  • 05/2022 → 05/2022
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 06/2022 → Present
    Fidelity Investments
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
  • 2021-11-15 → 2022-06-27
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2021-11-15
Other Names
  • Joseph Hilzinger
  • Joseph F Hilzinger
  • Joe Hilzinger
  • Joseph Francis Hilzinger

View on SEC IAPD

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