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Joseph Esposito

Strategic Advisers LLC

Edina, MN

Maple Grove, MN

Orland Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-05
TX RA APPROVED_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2026-06-05
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Maple Grove, MN • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • 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
Mcphee Sports And Performance Center Eau Claire WI 06/2018 08/2018
Northwestern Mutual Eau Claire WI 01/2019 09/2019
Facilities Management Eau Claire WI 07/2017 08/2017
Fidelity Investments Orland Park IL 04/2024 Present
Ameriprise Financial Services, Llc Frankfort IL 06/2021 03/2024
University Of Wisconsin-Eau Claire Eau Claire WI 08/2016 05/2020
Unemployed Elburn IL 05/2020 08/2020
Wipfli Eau Claire WI 01/2020 03/2020
Gohealth Chicago IL 08/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2018
    Mcphee Sports And Performance Center
    Eau Claire, WI
  • 01/2019 → 09/2019
    Northwestern Mutual
    Eau Claire, WI
  • 07/2017 → 08/2017
    Facilities Management
    Eau Claire, WI
  • 04/2024 → Present
    Fidelity Investments
    Orland Park, IL
  • 06/2021 → 03/2024
    Ameriprise Financial Services, Llc
    Frankfort, IL
  • 08/2016 → 05/2020
    University Of Wisconsin-Eau Claire
    Eau Claire, WI
  • 05/2020 → 08/2020
    Unemployed
    Elburn, IL
  • 01/2020 → 03/2020
    Wipfli
    Eau Claire, WI
  • 08/2020 → 06/2021
    Gohealth
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01
Other Names
  • Joey Esposito
  • Joseph Michael Esposito

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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