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Joseph Elia

Strategic Advisers LLC

Rochester, NY

Rochester, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-14
  • NY RA
    APPROVED
    Since 2025-04-14

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Rochester, NY • 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
Securities America, Inc. Rochester NY 05/2022 06/2024
Greece Athena High School Buffalo NY 09/2016 06/2020
Fidelity Investments Rochester NY 03/2025 Present
Greece Athena Middle School Rochester NY 09/2013 09/2016
Osaic Wealth, Inc. Rochester NY 06/2024 03/2025
Radec Electric Rochester NY 07/2019 05/2021
University At Buffalo Buffalo NY 08/2020 12/2023
  • 05/2022 → 06/2024
    Securities America, Inc.
    Rochester, NY
  • 09/2016 → 06/2020
    Greece Athena High School
    Buffalo, NY
  • 03/2025 → Present
    Fidelity Investments
    Rochester, NY
  • 09/2013 → 09/2016
    Greece Athena Middle School
    Rochester, NY
  • 06/2024 → 03/2025
    Osaic Wealth, Inc.
    Rochester, NY
  • 07/2019 → 05/2021
    Radec Electric
    Rochester, NY
  • 08/2020 → 12/2023
    University At Buffalo
    Buffalo, NY
Previous Registrations
Other Businesses

OBA-121750|OrgNmn:Dirt Busters|Org Addr:Rochester,New York,US|OBA Nature:Cleaning Company |Invst Rel:N|Title:Partner|Duties:Marketing Professional & Project Estimator |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-18
  • S66 Uniform Combined State Law Examination
    2024-07-18
Other Names
  • Joe Elia
  • Joseph Vincent Elia
  • Joseph Elia

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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