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Joseph Porcelli

Strategic Advisers LLC

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-01-21
TX RA APPROVED 2026-01-21
  • NH RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • 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
Char Steakhouse And Bar Mahopac NY 04/2016 01/2017
Char Steakhouse And Bar Mahopac NY 06/2017 08/2017
Binghamton University Binghamton NY 01/2017 12/2020
Char Steakhouse And Bar Mahopac NY 06/2018 07/2018
Cloverleaf Electric Inc. Yorktown Heights NY 06/2018 08/2018
Cloverleaf Electric Inc. Yorktown Heights NY 06/2019 08/2019
Cloverleaf Electric Inc. Yorktown Heights NY 06/2020 08/2020
Gance's Complete Catering Binghamton NY 04/2021 09/2021
Lalor Family Dental Vestal NY 06/2021 06/2022
Unemployed Unemployed NY 12/2020 04/2021
Fidelity Investments Smithfield RI 09/2022 Present
  • 04/2016 → 01/2017
    Char Steakhouse And Bar
    Mahopac, NY
  • 06/2017 → 08/2017
    Char Steakhouse And Bar
    Mahopac, NY
  • 01/2017 → 12/2020
    Binghamton University
    Binghamton, NY
  • 06/2018 → 07/2018
    Char Steakhouse And Bar
    Mahopac, NY
  • 06/2018 → 08/2018
    Cloverleaf Electric Inc.
    Yorktown Heights, NY
  • 06/2019 → 08/2019
    Cloverleaf Electric Inc.
    Yorktown Heights, NY
  • 06/2020 → 08/2020
    Cloverleaf Electric Inc.
    Yorktown Heights, NY
  • 04/2021 → 09/2021
    Gance's Complete Catering
    Binghamton, NY
  • 06/2021 → 06/2022
    Lalor Family Dental
    Vestal, NY
  • 12/2020 → 04/2021
    Unemployed
    Unemployed, NY
  • 09/2022 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2026-01-16
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10
Other Names
  • Joseph Michael Porcelli
  • Joseph Porcelli

View on SEC IAPD

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