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Joseph Mcgrath

Strategic Advisers LLC

Huntington Beach, CA

Seal Beach, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-09
  • CA RA
    APPROVED
    Since 2026-06-09

Branch Locations

Huntington Beach, CA • United States

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • 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
Self-Employed Signal Hill CA 12/2024 03/2025
Tom Hicks Baseball Camps Llc Long Beach CA 07/2021 07/2021
Unemployed Long Beach CA 08/2003 07/2021
Sierra Produce Aliso Viejo CA 03/2025 01/2026
Fidelity Investments Seal Beach CA 01/2026 Present
Xcel Baseball And Softball Los Alamitos CA 07/2021 12/2024
Iatse Local 504 Anaheim CA 11/2023 11/2023
  • 12/2024 → 03/2025
    Self-Employed
    Signal Hill, CA
  • 07/2021 → 07/2021
    Tom Hicks Baseball Camps Llc
    Long Beach, CA
  • 08/2003 → 07/2021
    Unemployed
    Long Beach, CA
  • 03/2025 → 01/2026
    Sierra Produce
    Aliso Viejo, CA
  • 01/2026 → Present
    Fidelity Investments
    Seal Beach, CA
  • 07/2021 → 12/2024
    Xcel Baseball And Softball
    Los Alamitos, CA
  • 11/2023 → 11/2023
    Iatse Local 504
    Anaheim, CA
Other Businesses

OBA-130029|OrgNmn:Basic American Enterprises LLC.|Org Addr:Long Beach,California,US|OBA Nature:Jewlery reselling|Invst Rel:N|Title:Sales|Duties:To list and sell jewlery items.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-131131|OrgNmn:Personal Sale No Registered Business|Org Addr:Huntington,California,US|OBA Nature:The sale of personal household|Invst Rel:N|Title:No title|Duties:I have to take photos, list and sell various personal items I have.|StrtDt:06-23-26|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-130824|OrgNmn:Southland Notary|Org Addr:Long Beach,California,US|OBA Nature:Mobile notary service|Invst Rel:N|Title:I have no title but I would serve|Duties:I have to sign my name as a witness for the notary. |StrtDt:06-10-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
  • S66 Uniform Combined State Law Examination
    2026-06-02
Other Names
  • Joseph Mcgrath
  • Joseph Alan Mcgrath

View on SEC IAPD

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