Joseph Lovecchio

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

• 09/2018 → 09/2019
  Barnum Financial Group
  Elmsford, NY
• 07/2018 → 09/2019
  Mml Investors Services Llc
  Elmsford, NY
• 10/2017 → 04/2018
  New York Life Insurance Company
  White Plains, NY
• 09/2012 → 03/2020
  Game On 13
  Elmsford, NY
• 05/2017 → 06/2018
  Iona College
  New Rochelle, NY
• 10/2019 → 07/2021
  Jpmorgan Chase Bank, N.A.
  White Plains, NY
• 10/2019 → 07/2021
  J.P. Morgan Securities Llc
  White Plains, NY
• 09/2018 → 09/2019
  Massachusetts Mutual Life Insurance
  Elmsford, NY
• 03/2019 → 09/2019
  Equinox
  New York, NY
• 07/2016 → 09/2016
  Ttec
  Rockleigh, NJ
• 08/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chappaqua, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05
• S63 Uniform Securities Agent State Law Examination
  2018-09-15

Other Names

• Joe Lovecchio
• Joseph M Lovecchio
• Joseph Matthew Lovecchio