Joseph Anthony Degonge

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

• 07/2002 → 05/2018
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 02/2005 → 05/2018
  Charles Schwab Bank
  Atlanta, GA
• 02/2020 → Present
  Fidelity Brokerage Services Llc
  Alpharetta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 05/2018 → 02/2020
  Td Ameritrade, Inc.
  Alpharetta, GA

Previous Registrations

• 2020-02-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alpharetta, GA
• 2018-05-30 → 2020-02-25
  Td Ameritrade, Inc.
  Alpharetta, GA
• 2018-05-30 → 2020-02-25
  Td Ameritrade Investment Management, Llc
  Alpharetta, GA
• 2003-04-04 → 2018-04-19
  Charles Schwab & Co., Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-09-29

Other Names

• Joseph Degonge