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Joseph Porchetta

Strategic Advisers LLC

Robbinsville, NJ

Princeton, NJ

CRD 2554689

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Robbinsville, NJ • United States

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • 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
Gfi Securities Llc New York NY 02/2012 07/2017
Bgc Financial, L.P. Shrewsbury NJ 07/2017 10/2023
Fidelity Investments Princeton NJ 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 07/2017
    Gfi Securities Llc
    New York, NY
  • 07/2017 → 10/2023
    Bgc Financial, L.P.
    Shrewsbury, NJ
  • 10/2023 → Present
    Fidelity Investments
    Princeton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-23
  • S66 Uniform Combined State Law Examination
    2009-11-23

View on SEC IAPD

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