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Joshua Favret

Strategic Advisers LLC

New London, CT

Smithfield, RI

CRD 7586359

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New London, CT • 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
Instacart Sacramento CA 11/2021 06/2022
Doordash San Francisco CA 05/2022 06/2022
United Parcel Service Bozrah CT 11/2020 01/2021
Mohegan Sun Uncasville CT 10/2016 03/2020
United States Coast Guard Academy New London CT 12/2014 10/2016
Unemployed Uncasville CT 03/2020 11/2020
Unemployed Uncasville CT 01/2021 11/2021
Fidelity Investments Smithfield RI 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 06/2022
    Instacart
    Sacramento, CA
  • 05/2022 → 06/2022
    Doordash
    San Francisco, CA
  • 11/2020 → 01/2021
    United Parcel Service
    Bozrah, CT
  • 10/2016 → 03/2020
    Mohegan Sun
    Uncasville, CT
  • 12/2014 → 10/2016
    United States Coast Guard Academy
    New London, CT
  • 03/2020 → 11/2020
    Unemployed
    Uncasville, CT
  • 01/2021 → 11/2021
    Unemployed
    Uncasville, CT
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-15
  • S66 Uniform Combined State Law Examination
    2022-11-15
Other Names
  • Josh Favret

View on SEC IAPD

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