Joseph Santos

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

• 06/2019 → 11/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2018 → 05/2019
  The Fresh Market
  Charlotte, NC
• 05/2016 → 05/2018
  Enterprise Rent-A-Car
  East Hartford, CT
• 08/2018 → 12/2019
  Lyft
  Charlotte, NC
• 11/2021 → 08/2022
  Robinhood Financial, Llc
  Charlotte, NC
• 06/2022 → 08/2022
  Robinhood Markets, Inc
  Charlotte, NC
• 10/2022 → Present
  Fidelity Investments
  Lancaster, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lancaster, SC
• 2021-07-26 → 2021-12-08
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-07-20
• S63 Uniform Securities Agent State Law Examination
  2019-08-09

Other Names

• Joey Anthony Santos
• Joe Anthony Santos
• Joseph Santos
• Joseph Anthony Santos