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Josue Castro

Strategic Advisers LLC

Farmingville, NY

CRD 6717784

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-23
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-07-23
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Farmingville, NY • 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
New York Life Insurance Company Medford NY 10/2016 04/2019
Unemployed Bay Shore NY 06/2016 10/2016
Nylife Securities Llc. Medford NY 10/2018 04/2019
Axa Advisors, Llc New York NY 04/2019 06/2020
Equitable Advisors, Llc New York NY 04/2019 Present
Fidelity Investments San Diego CA 03/2021 Present
Suffolk Community College New York NY 09/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 04/2019
    New York Life Insurance Company
    Medford, NY
  • 06/2016 → 10/2016
    Unemployed
    Bay Shore, NY
  • 10/2018 → 04/2019
    Nylife Securities Llc.
    Medford, NY
  • 04/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2019 → Present
    Equitable Advisors, Llc
    New York, NY
  • 03/2021 → Present
    Fidelity Investments
    San Diego, CA
  • 09/2020 → 12/2020
    Suffolk Community College
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-30
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2021-08-30
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20
Other Names
  • Josue Misael Castro
  • Josue Castro

View on SEC IAPD

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