Joseph G. Wagstaff

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Birmingham, AL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Jacksonville	FL	10/2016	Present
Unemployed	Newnan	GA	02/2016	09/2016
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → Present

Fidelity Brokerage Services Llc

Jacksonville, FL
02/2016 → 09/2016

Unemployed

Newnan, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-11-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Birmingham, AL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-25
S63	Uniform Securities Agent State Law Examination	2016-12-03

S66 Uniform Combined State Law Examination

2018-10-25
S63 Uniform Securities Agent State Law Examination

2016-12-03

Designations

Other Names

Grant Wagstaff
Joseph Grant Wagstaff

View on SEC IAPD

More in Birmingham, AL

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