Joseph Mario Ellero

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

• 08/2016 → 05/2020
  Nipmuc Regional Highschool
  Upton, MA
• 08/2020 → 03/2024
  Arizona State University
  Tempe, AZ
• 03/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 12/2022 → 10/2023
  Jr Capital, Llc
  Scottsdale, AZ
• 04/2021 → 09/2022
  Rolling Hills Golf Course
  Tempe, AZ
• 11/2017 → 02/2019
  118 Main Street Kitchen & Spirits - The After Life
  Upton, MA
• 02/2017 → 11/2017
  Rose Garden Restaurant
  Upton, MA
• 09/2022 → 12/2022
  Student/Unemployed
  Upton, MA
• 10/2023 → 03/2024
  Student/Unemployed
  Upton, MA
• 04/2022 → 05/2022
  P.M.G Publishing Llc
  Mesa, AZ
• 07/2020 → 04/2021
  Student/Unemployed
  Upton, MA
• 02/2019 → 07/2020
  Wow! Work Out World Of Bellingham
  Bellingham, MA
• 08/2026 → Present
  Strategic Advisers Llc
  Phoenix, AZ
• 08/2026 → Present
  Fidelity Brokerage Services Llc
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-06-24
• S63 Uniform Securities Agent State Law Examination
  2024-07-02

Other Names

• Joseph M Ellero
• Joseph Ellero