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Connor Joy

Strategic Advisers LLC

Tampa, FL

Tampa, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Tampa, FL • 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
Florida Financial Advisors Tampa FL 09/2021 01/2023
Freedom Credit Union Montague MA 05/2019 11/2021
Syracuse University Syracuse NY 05/2018 08/2021
Worcester State University Worcester MA 08/2017 05/2018
Town Of Greenfield Greenfield MA 05/2017 08/2017
Denny's Pantry Greenfield MA 04/2015 05/2017
Greenfield Public Schools Greenfield MA 09/2003 05/2017
Trinity Wealth Securities, Llc Tampa FL 07/2022 01/2023
Fidelity Investments Tampa FL 02/2023 Present
Syracuse University Syracuse NY 09/2020 05/2021
Moretti And Sons Landscaping Northfield MA 06/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 01/2023
    Florida Financial Advisors
    Tampa, FL
  • 05/2019 → 11/2021
    Freedom Credit Union
    Montague, MA
  • 05/2018 → 08/2021
    Syracuse University
    Syracuse, NY
  • 08/2017 → 05/2018
    Worcester State University
    Worcester, MA
  • 05/2017 → 08/2017
    Town Of Greenfield
    Greenfield, MA
  • 04/2015 → 05/2017
    Denny's Pantry
    Greenfield, MA
  • 09/2003 → 05/2017
    Greenfield Public Schools
    Greenfield, MA
  • 07/2022 → 01/2023
    Trinity Wealth Securities, Llc
    Tampa, FL
  • 02/2023 → Present
    Fidelity Investments
    Tampa, FL
  • 09/2020 → 05/2021
    Syracuse University
    Syracuse, NY
  • 06/2020 → 08/2020
    Moretti And Sons Landscaping
    Northfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-16
S65 Uniform Investment Adviser Law Examination 2022-01-04
  • S63 Uniform Securities Agent State Law Examination
    2023-06-16
  • S65 Uniform Investment Adviser Law Examination
    2022-01-04
Other Names
  • Connor Scott Joy

View on SEC IAPD

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