Joseph Cuti

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

• 01/2023 → 06/2023
  Unemployed
  Rivervale, NJ
• 09/2023 → 01/2024
  Unemployed
  Rivervale, NJ
• 01/2025 → Present
  Fidelity Investments
  Manhattan, NY
• 01/2024 → 03/2024
  Amazon
  Mahwah, NJ
• 04/2024 → 01/2025
  Unemployed
  Rivervale, NJ
• 09/2017 → 09/2020
  Unemployed
  Rivervale, NJ
• 06/2023 → 08/2023
  Fidelity Investments
  Manhattan, NY
• 06/2017 → 08/2017
  Blue Rill Day Camp
  Airmont, NY
• 09/2020 → 05/2021
  Fresh Market
  Montvale, NJ
• 06/2021 → 07/2021
  Anita Tire
  Rivervale, NJ
• 10/2021 → 12/2022
  Jack Cafe Westwood Nj
  Westwood, NJ
• 08/2021 → 09/2021
  Alpine Country Club
  Demarest, NJ
• 09/2016 → 06/2017
  Unemployed
  River Vale, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04