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Joseph D. Insinna

Strategic Advisers LLC

St. Louis, MO

Saint Louis, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States

Saint Louis, MO • 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
Scottrade St. Louis MO 06/2015 03/2018
Wells Fargo Clearing Services, Llc St. Louis MO 06/2018 05/2020
Larson Financial Group Chesterfield MO 05/2020 04/2023
Larson Financial Securities, Llc Chesterfield MO 05/2020 04/2023
Fidelity Investments St. Louis MO 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 03/2018
    Scottrade
    St. Louis, MO
  • 06/2018 → 05/2020
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
  • 05/2020 → 04/2023
    Larson Financial Group
    Chesterfield, MO
  • 05/2020 → 04/2023
    Larson Financial Securities, Llc
    Chesterfield, MO
  • 05/2023 → Present
    Fidelity Investments
    St. Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Louis, MO
  • 2020-05-14 → 2023-05-01
    Larson Financial Group, Llc
    Chesterfield, MO
    Saint Louis, MO
    Saint Louis, MO
  • 2018-07-11 → 2020-05-05
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
  • 2017-03-02 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-02
S63 Uniform Securities Agent State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2017-03-02
  • S63 Uniform Securities Agent State Law Examination
    2015-10-02
Other Names
  • Joe Daniel Insinna
  • Joseph Daniel Insinna
  • Joseph D Insinna
  • Joseph Insinna

View on SEC IAPD

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