Joseph Michael Aramini

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

• 01/2014 → 12/2016
  University Of Tampa
  Tampa, FL
• 01/2017 → 01/2019
  Massachusetts Mutual Life Insurance Company
  Tampa, FL
• 03/2017 → 12/2018
  Mml Investors Services, Llc
  Tampa, FL
• 03/2019 → 01/2020
  Crowne Plaza Tampa
  Tampa, FL
• 04/2019 → 06/2019
  Foresters Financial Services
  Tampa, FL
• 06/2019 → 09/2019
  Cetera Investment Services Llc
  Saint Cloud, MN
• 10/2019 → 10/2020
  Penn Mutual Life Insurance Company
  Horsham, PA
• 01/2020 → 10/2020
  Hornor Townsend & Kent Llc
  Horsham, PA
• 10/2020 → 03/2022
  Guardian Life Insurance Company
  Tampa, FL
• 02/2021 → 03/2022
  Park Avenue Securities
  Tampa, FL
• 06/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
• 2021-04-01 → 2022-03-11
  Park Avenue Securities Llc
  Tampa, FL
• 2020-06-29 → 2020-07-08
  Hornor, Townsend & Kent, Llc
  Tampa, FL
• 2019-08-13 → 2019-08-23
  Cetera Investment Advisers Llc
  Tampla, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-09-17

Other Names

• Joseph Aramini
• Joseph M. Aramini
• Joseph Michael Aramini