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Joshua David Hartman

Strategic Advisers LLC

Novi, MI

Novi, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

Novi, MI • 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
Edward Jones St Louis MO 07/2019 03/2020
Quicken Loans Detroit MI 07/2018 06/2019
Telecare Corporation Camarillo CA 07/2016 06/2018
Royal Alliance Southfield MI 03/2020 07/2021
Fidelity Investments Ann Arbor MI 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 03/2020
    Edward Jones
    St Louis, MO
  • 07/2018 → 06/2019
    Quicken Loans
    Detroit, MI
  • 07/2016 → 06/2018
    Telecare Corporation
    Camarillo, CA
  • 03/2020 → 07/2021
    Royal Alliance
    Southfield, MI
  • 08/2021 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
  • 2020-03-27 → 2021-08-03
    Osaic Wealth, Inc.
    Southfield, MI
  • 2019-09-03 → 2020-03-25
    Edward Jones
    Ferndale, MI
    St Louis, MO
    Sterling Heights, MI
    Ferndale, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-31
  • S66 Uniform Combined State Law Examination
    2019-08-31

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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