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Joshua Tyler Daugherty

Strategic Advisers LLC

Bethesda, MD

Silver Spring, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-05
MD RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Silver Spring, MD • 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
Equitable Advisors, Llc New York NY 08/2022 02/2023
Our Lady Of Good Counsel High School Olney MD 05/2014 05/2018
Muhlenberg College Allentown PA 05/2018 05/2022
Muhlenberg College Plant Operations Allentown PA 05/2019 08/2019
Muhlenberg College Plant Operations Alltentown PA 08/2019 03/2020
Home Slyce Pizza Bar Washington DC 05/2020 08/2020
Unemployed Silver Spring MD 06/2022 07/2022
Fidelity Investments Llc Bethesda MD 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 02/2023
    Equitable Advisors, Llc
    New York, NY
  • 05/2014 → 05/2018
    Our Lady Of Good Counsel High School
    Olney, MD
  • 05/2018 → 05/2022
    Muhlenberg College
    Allentown, PA
  • 05/2019 → 08/2019
    Muhlenberg College Plant Operations
    Allentown, PA
  • 08/2019 → 03/2020
    Muhlenberg College Plant Operations
    Alltentown, PA
  • 05/2020 → 08/2020
    Home Slyce Pizza Bar
    Washington, DC
  • 06/2022 → 07/2022
    Unemployed
    Silver Spring, MD
  • 02/2023 → Present
    Fidelity Investments Llc
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
  • 2023-01-17 → 2023-02-03
    Equitable Advisors, Llc
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-12
  • S66 Uniform Combined State Law Examination
    2023-01-12
Other Names
  • Joshua Daugherty

View on SEC IAPD

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