Alexander Robert Joseph

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
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Richmond, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Ubs Financial Services Inc.	Richmond	VA	10/2022	09/2023
Evolution Public House	Salisbury	MD	04/2019	10/2022
Salisbury University	Salisbury	MD	09/2019	05/2022
James M. Bennett High School	Salisbury	MD	09/2015	09/2019
Brew River	Salisbury	MD	03/2018	09/2018
Fidelity Investments	Richmond	VA	09/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2022 → 09/2023

Ubs Financial Services Inc.

Richmond, VA
04/2019 → 10/2022

Evolution Public House

Salisbury, MD
09/2019 → 05/2022

Salisbury University

Salisbury, MD
09/2015 → 09/2019

James M. Bennett High School

Salisbury, MD
03/2018 → 09/2018

Brew River

Salisbury, MD
09/2023 → Present

Fidelity Investments

Richmond, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-10-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Richmond, VA
2023-01-03 → 2023-09-27

Ubs Financial Services Inc.

Richmond, VA

Weehawken, NJ

Weehawken, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-23

S66 Uniform Combined State Law Examination

2022-12-23

View on SEC IAPD

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