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Joseph M. Mcmanus

Strategic Advisers LLC

Southboro, MA

Framingham, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Southboro, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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
OrganizationCityStateFromTo
Pruco Securities, Llc. Marlborough MA 01/2018 01/2024
Brandeis University Waltham MA 09/2014 05/2019
Uber San Francisco CA 09/2017 06/2018
Tufts University Medford MA 10/2013 05/2017
Prudential Insurance Company Of America Marlborough MA 04/2018 01/2024
Fidelity Investments Framingham MA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 01/2024
    Pruco Securities, Llc.
    Marlborough, MA
  • 09/2014 → 05/2019
    Brandeis University
    Waltham, MA
  • 09/2017 → 06/2018
    Uber
    San Francisco, CA
  • 10/2013 → 05/2017
    Tufts University
    Medford, MA
  • 04/2018 → 01/2024
    Prudential Insurance Company Of America
    Marlborough, MA
  • 01/2024 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
  • 2022-03-02 → 2024-02-14
    Pruco Securities, Llc.
    Wakefield, MA
    Marlborough, MA
    Southborough, MA
    Southborough, MA
    Southborough, MA
Other Businesses

OBA-108245|OrgNmn:Notary|Org Addr:Framingham,Massachuse,US|OBA Nature:This is not a business activit|Invst Rel:N|Title:notary|Duties:Notary services|StrtDt:01-10-20|TotHrs/mon:1|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-24
S63 Uniform Securities Agent State Law Examination 2018-01-23
  • S66 Uniform Combined State Law Examination
    2021-12-24
  • S63 Uniform Securities Agent State Law Examination
    2018-01-23
Designations
Other Names
  • Joseph M Mcmanus
  • Joseph Mason Mcmanus
  • Joseph Mcmanus

View on SEC IAPD

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