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Joan K. Costa

Strategic Advisers LLC

Smithfield, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Smithfield, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Ibm Providence RI 06/1995 06/2017
Cai Smithfield RI 01/2018 06/2018
Rudnick Computer Consultants Providence RI 10/2018 06/2021
Tenshey Smithfield RI 07/2021 12/2021
Fidelity Investments Smithfield RI 05/2022 Present
Unemployed Smithfield RI 07/2017 12/2017
Unemployed Smithfield RI 06/2018 10/2018
Unemployed Smithfield RI 12/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/1995 → 06/2017
    Ibm
    Providence, RI
  • 01/2018 → 06/2018
    Cai
    Smithfield, RI
  • 10/2018 → 06/2021
    Rudnick Computer Consultants
    Providence, RI
  • 07/2021 → 12/2021
    Tenshey
    Smithfield, RI
  • 05/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 07/2017 → 12/2017
    Unemployed
    Smithfield, RI
  • 06/2018 → 10/2018
    Unemployed
    Smithfield, RI
  • 12/2021 → 05/2022
    Unemployed
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-100304|OrgNmn:Milash Lincoln LLC|Org Addr:Smithfield,Rhode Isla,US|OBA Nature:Rental Property|Invst Rel:Y|Title:N/A|Duties:I pay the bills and manage the checking account|StrtDt:05-02-18|TotHrs/mon:4|TrdHrs/mon:0|OBA-68688|OrgNmn:Milash Fir LLC|Org Addr:Smithfield,Rhode Isla,US|OBA Nature:Rental Property|Invst Rel:Y|Title:N/A|Duties:Rental Property|StrtDt:05-02-18|TotHrs/mon:4|TrdHrs/mon:0|OBA-68690|OrgNmn:Milash Harris LLC|Org Addr:Smithfield,Rhode Isla,US|OBA Nature:Rental Property|Invst Rel:Y|Title:N/A|Duties:I pay bills and manage the checkbook|StrtDt:05-02-18|TotHrs/mon:4|TrdHrs/mon:0|OBA-68691|OrgNmn:Milash Pro LLC|Org Addr:Smithfield,Rhode Isla,US|OBA Nature:Rental Property|Invst Rel:Y|Title:N/A|Duties:I pay bills and manage the checkbook|StrtDt:05-02-18|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
S63 Uniform Securities Agent State Law Examination 2022-10-17
  • S66 Uniform Combined State Law Examination
    2023-05-26
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17
Other Names
  • Joan Kando Costa
  • Joan Kando
  • Joan Costa

View on SEC IAPD

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