Joseph Vincent Laurella

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

• 01/2023 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Jordan, UT
• 10/2020 → 10/2022
  Bandwango
  Salt Lake City, UT
• 04/2024 → 08/2024
  Unemployed
  Salt Lake City, UT
• 08/2016 → 10/2016
  Unemployed
  Salt Lake City, UT
• 01/2023 → 04/2024
  Bank Of America, N.A.
  West Jordan, UT
• 08/2024 → Present
  Fidelity Investments
  Salt Lake City, UT
• 11/2016 → 04/2019
  Colesport
  Park City, UT
• 10/2022 → 01/2023
  Unemployed
  Salt Lake City, UT
• 01/2013 → 12/2020
  University Of Utah
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2023-07-18 → 2024-04-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Jordan, UT
  West Jordan, UT
  New York, NY
  West Jordan, UT
  Las Vegas, NV
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-14

Other Names

• J Vincent Laurella
• Joseph V Laurella
• Joseph Vincent Laurella
• Vincent Laurella
• Joseph Laurella