Joseph Paul Cattaneo

Strategic Advisers LLC

Clinton Township, MI

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Clinton Township, MI • United States

Troy, 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

Organization	City	State	From	To
Die Tech Na	Roseville	MI	06/2013	05/2017
Gregory J. Schwartz & Co., Inc.	Bloomfield Hills	MI	05/2017	05/2019
Gregory J. Schwartz & Co., Inc.	Bloomfield Hills	MI	05/2019	03/2024
Oakland University	Rochester Hills	MI	09/2014	04/2019
Fidelity Investments	Troy	MI	04/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2013 → 05/2017

Die Tech Na

Roseville, MI
05/2017 → 05/2019

Gregory J. Schwartz & Co., Inc.

Bloomfield Hills, MI
05/2019 → 03/2024

Gregory J. Schwartz & Co., Inc.

Bloomfield Hills, MI
09/2014 → 04/2019

Oakland University

Rochester Hills, MI
04/2024 → Present

Fidelity Investments

Troy, MI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-04-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Troy, MI
2021-09-10 → 2024-04-18

Gregory J. Schwartz & Co., Inc.

Bloomfield Hills, MI

Bloomfield Hills, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-28

S66 Uniform Combined State Law Examination

2020-02-28

View on SEC IAPD

More in Clinton Township, MI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor