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Joseph Leo Bartosic

Strategic Advisers LLC

Ashburn, VA

Reston, VA

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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 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

20465 Exchange St, Ashburn, VA 20147-5940 • United States

Reston, VA • 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
Colorado Rockies Denver CO 06/2017 01/2019
Fidelity Brokerage Services Llc Reston VA 02/2019 Present
Full-Time Student Washington DC 08/2008 07/2017
Economic Consulting Services Washington DC 11/2017 02/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 01/2019
    Colorado Rockies
    Denver, CO
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Reston, VA
  • 08/2008 → 07/2017
    Full-Time Student
    Washington, DC
  • 11/2017 → 02/2018
    Economic Consulting Services
    Washington, DC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-05
  • S66 Uniform Combined State Law Examination
    2019-06-05
Designations
Other Names
  • Joseph Leo Bartosic
  • Joseph L Bartosic

View on SEC IAPD

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ALEXANDER MARTIN NEISHELL
ESTERLYN FERNANDEZ
ANNE K. BYERLY
ROBERT PATRICK TIGANI

Other Offices

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA
IP FINANCIAL ADVISORY SERVICES LLC · Ashburn, VA

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