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Joshua Mentle

Strategic Advisers LLC

Roswell, GA

Dunwoody, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Roswell, GA • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • 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
Fidelity Investments Cincinnati OH 12/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2005 → Present
    Fidelity Investments
    Cincinnati, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Roswell, GA
    Atlanta, GA
  • 2011-09-20 → 2018-07-13
    Strategic Advisers Llc
    Boca Raton, FL
    Boca Raton, FL
    Palm Beach, FL
    Aventura, FL
    Atlanta, GA
    Aventura, FL
    Palm Beach Gardens, FL
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-16
S63 Uniform Securities Agent State Law Examination 2006-05-10
  • S66 Uniform Combined State Law Examination
    2011-09-16
  • S63 Uniform Securities Agent State Law Examination
    2006-05-10
Other Names
  • Joshua Mentle
  • Joshua M Mentle

View on SEC IAPD

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