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Joseph Frank Tomasso

Strategic Advisers LLC

Saint Johns, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-25
TX RA APPROVED 2025-09-19
  • FL RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

Saint Johns, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Unemployed Saint Johns FL 04/2024 09/2024
Macmillan New York NY 08/2010 04/2024
Fidelity Investments Jacksonville FL 06/2025 Present
Unemployed Saint Johns FL 02/2025 06/2025
New York Life Jacksonville FL 09/2024 02/2025
  • 04/2024 → 09/2024
    Unemployed
    Saint Johns, FL
  • 08/2010 → 04/2024
    Macmillan
    New York, NY
  • 06/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2025 → 06/2025
    Unemployed
    Saint Johns, FL
  • 09/2024 → 02/2025
    New York Life
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-11
  • S66 Uniform Combined State Law Examination
    2025-09-11
Other Names
  • Joseph Tomasso
  • Joseph Frank Tomasso
  • Joseph Frank Tomasso

View on SEC IAPD

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