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Joseph Michael Farrell

Strategic Advisers LLC

Aurora, IL

Naperville, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Aurora, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Pnc Bank State College PA 05/2018 11/2019
Penn State University University Park PA 01/2015 01/2018
Clarks Hanover PA 05/2017 08/2017
Penn State University University Park PA 05/2013 05/2018
Fidelity Brokerage Services Llc Oak Brook IL 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 11/2019
    Pnc Bank
    State College, PA
  • 01/2015 → 01/2018
    Penn State University
    University Park, PA
  • 05/2017 → 08/2017
    Clarks
    Hanover, PA
  • 05/2013 → 05/2018
    Penn State University
    University Park, PA
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-26
  • S66 Uniform Combined State Law Examination
    2020-05-26

View on SEC IAPD

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