Joseph Altschuler

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

Current Registrations

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

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	03/2018	03/2019
Ameri Park	Towson	MD	08/2016	04/2018
Towson University	Towson	MD	08/2013	12/2017
Hertz	Morristown	NJ	05/2017	08/2017
T Rowe Price	Owings Mill	MD	03/2019	09/2021
E*Trade Securities Llc	Washington	DC	09/2021	09/2023
E*Trade Capital Management Llc	Washington	DC	09/2021	09/2023
Morgan Stanley	Washington	DC	01/2023	12/2023
Morgan Stanley	Washington	DC	09/2023	12/2023
Morgan Stanley	Washington	DC	09/2023	12/2023
Fidelity Investments	Ashburn	VA	03/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2018 → 03/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
08/2016 → 04/2018

Ameri Park

Towson, MD
08/2013 → 12/2017

Towson University

Towson, MD
05/2017 → 08/2017

Hertz

Morristown, NJ
03/2019 → 09/2021

T Rowe Price

Owings Mill, MD
09/2021 → 09/2023

E*Trade Securities Llc

Washington, DC
09/2021 → 09/2023

E*Trade Capital Management Llc

Washington, DC
01/2023 → 12/2023

Morgan Stanley

Washington, DC
09/2023 → 12/2023

Morgan Stanley

Washington, DC
09/2023 → 12/2023

Morgan Stanley

Washington, DC
03/2024 → Present

Fidelity Investments

Ashburn, VA
03/2025 → Present

Fidelity Investments

Boston, MA

2024-04-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Ashburn, VA
2023-09-05 → 2024-01-02

Morgan Stanley

Washington, DC
2021-10-13 → 2023-09-05

Harrisdirect Llc

Arlington, VA

Washington, DC
2019-03-15 → 2021-09-24

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD
2018-08-23 → 2019-03-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-22