Joseph N. Doles

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

• 03/2015 → 02/2022
  Blackrock
  Princeton, NJ
• 03/2015 → 02/2022
  Blackrock Investments, Llc
  Princeton, NJ
• 02/2022 → Present
  Fidelity Investments
  Shrewsbury, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Shrewsbury, NJ
• 2015-03-31 → 2022-02-10
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2002-11-11 → 2015-03-16
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-14
• S63 Uniform Securities Agent State Law Examination
  1999-10-07

Other Names

• Joseph Nevin Doles