Joshua Andrew Frieze

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

• 09/2013 → 03/2017
  Charles Schwab & Co., Inc.
  Orlando, FL
• 07/2017 → 10/2021
  Pershing Llc
  Lake Mary, FL
• 04/2017 → 06/2017
  Unemployed
  Orlando, FL
• 10/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Mary, FL

Other Businesses

OBA-63905|OrgNmn:Etsy|Org Addr:Lake Mary,Florida,US|OBA Nature:I will be creating an Etsy sho|Invst Rel:N|Title:Shop owner|Duties:I post pictures of my original paintings for sale.|StrtDt:11-04-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-118873|OrgNmn:Live Music Gigs|Org Addr:Lake Mary,Florida,US|OBA Nature:Live Music Performances|Invst Rel:N|Title:Musician|Duties:Play guitar and sing live music|StrtDt:04-25-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-04-25
• S63 Uniform Securities Agent State Law Examination
  2022-01-28

Other Names

• Josh A Frieze
• Joshua A Frieze
• Joshua Frieze