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Joseph Najm

Strategic Advisers LLC

West Warwick, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Warwick, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Johnston Gas Johnston RI 01/2014 01/2018
Olive Garden Warwick RI 03/2018 04/2018
Top Of The Bay Warwick RI 05/2018 08/2018
Us Valet Providence RI 05/2019 08/2021
Perfection Valet Parking Providence RI 08/2021 03/2023
Full-Time College Student Johnston RI 09/2018 05/2019
Fidelity Investments Smithfield RI 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 01/2018
    Johnston Gas
    Johnston, RI
  • 03/2018 → 04/2018
    Olive Garden
    Warwick, RI
  • 05/2018 → 08/2018
    Top Of The Bay
    Warwick, RI
  • 05/2019 → 08/2021
    Us Valet
    Providence, RI
  • 08/2021 → 03/2023
    Perfection Valet Parking
    Providence, RI
  • 09/2018 → 05/2019
    Full-Time College Student
    Johnston, RI
  • 03/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Warwick, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-08-28
Other Names
  • Joseph Bachir Najm
  • Joey Najm
  • Joe Najm
  • Joseph Najm

View on SEC IAPD

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