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Josiann Strafaci

Strategic Advisers LLC

Kinnelon, NJ

Wayne, NJ

CRD 5686425

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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 2026-04-29
  • NJ RA
    APPROVED
    Since 2026-04-29

Branch Locations

Kinnelon, NJ • United States

57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • 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
Hennion & Walsh, Inc. Parsippany NJ 06/2009 04/2026
Fidelity Investments Wayne NJ 04/2026 Present
  • 06/2009 → 04/2026
    Hennion & Walsh, Inc.
    Parsippany, NJ
  • 04/2026 → Present
    Fidelity Investments
    Wayne, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-18
  • S66 Uniform Combined State Law Examination
    2022-10-18
Other Names
  • Josie Tirico
  • Josiann Aubrey Tirico
  • Josiann Aubrey Strafaci
  • Josie Strafaci

View on SEC IAPD

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