Hetal D Joshi

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • 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

Organization	City	State	From	To
Pnc Investments Llc	Pittsburgh	PA	08/2012	04/2017
Pnc Bank	Woodland Park	NJ	08/2012	04/2017
Unemployed	Montville	NJ	05/2017	12/2017
Morgan Stanley	Morristown	NJ	01/2018	08/2020
Morgan Stanley Private Bank, N.A.	New York	NY	04/2018	08/2020
Fidelity	Wayne	NJ	08/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2012 → 04/2017

Pnc Investments Llc

Pittsburgh, PA
08/2012 → 04/2017

Pnc Bank

Woodland Park, NJ
05/2017 → 12/2017

Unemployed

Montville, NJ
01/2018 → 08/2020

Morgan Stanley

Morristown, NJ
04/2018 → 08/2020

Morgan Stanley Private Bank, N.A.

New York, NY
08/2020 → Present

Fidelity

Wayne, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-11-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Wayne, NJ
2018-04-30 → 2020-08-26

Morgan Stanley

Morristown, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-04-27
S63	Uniform Securities Agent State Law Examination	2005-06-22

S66 Uniform Combined State Law Examination

2018-04-27
S63 Uniform Securities Agent State Law Examination

2005-06-22

Other Names

Hetal Joshi

View on SEC IAPD

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