Joseph Scaglia

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

• 05/2020 → 05/2022
  Pruco Securities, Llc.
  Paramus, NJ
• 09/2015 → 10/2018
  College
  Selinsgrove, PA
• 10/2018 → 05/2020
  Acorn Financial Services
  Livingston, NJ
• 09/2021 → 05/2022
  Prudential Insurance Company Of America
  Paramus, NJ
• 05/2022 → 07/2023
  Ameriprise Financial Services, Llc
  Fairfield, NJ
• 07/2023 → Present
  Fidelity Investments
  Millburn, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Millburn, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-22
• S63 Uniform Securities Agent State Law Examination
  2021-07-26

Other Names

• Joseph Robert Scaglia
• Joe Scaglia