Joshua Ayrton Citajaya

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 03/2025
  Unemployed
  Sacramento, CA
• 08/2019 → 01/2020
  Compass Group Usa
  San Jose, CA
• 08/2021 → 12/2023
  Musician'S Mobile /Infinate Productions Llc
  San Jose, CA
• 11/2021 → 07/2022
  Seagate Technology
  Fremont, CA
• 08/2018 → 05/2022
  San Jose State University
  San Jose, CA
• 11/2012 → 08/2019
  Unemployed
  Cupertino, CA
• 02/2023 → 01/2025
  Bank Of America, N.A.
  San Jose, CA
• 08/2019 → 10/2022
  Santa Teresa Academy Of Music And Dance
  San Jose, CA
• 03/2025 → Present
  Fidelity Investments
  Sacramento, CA
• 12/2022 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA

Previous Registrations

• 2023-04-05 → 2025-01-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  San Jose, CA
  New York, NY
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-24

Other Names

• Joshua A Citajaya
• Joshua Ayrton Citajaya