Joseph Santillo

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CT RA
APPROVED

Since 2025-03-31
NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Stamford, CT • 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

Organization	City	State	From	To
Unemployed	Unemployed	CT	07/2012	07/2017
Field Club Of Greenwich	Greenwich	CT	07/2017	06/2020
Beacon Adhesives	Mount Vernon	NY	06/2020	12/2021
The Upstairs Pub	Bloomington	IN	10/2020	07/2021
Sposnorunited	Remote	CT	01/2022	06/2022
Fidelity Investments	Roslyn	NY	06/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2012 → 07/2017

Unemployed

Unemployed, CT
07/2017 → 06/2020

Field Club Of Greenwich

Greenwich, CT
06/2020 → 12/2021

Beacon Adhesives

Mount Vernon, NY
10/2020 → 07/2021

The Upstairs Pub

Bloomington, IN
01/2022 → 06/2022

Sposnorunited

Remote, CT
06/2022 → Present

Fidelity Investments

Roslyn, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roslyn, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-02

S66 Uniform Combined State Law Examination

2022-12-02

Other Names

Joe Santillo
Joseph Thomas Santillo

View on SEC IAPD

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