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Joseph Michael Cesario

Strategic Advisers LLC

Villanova, PA

Broomall, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Broomall, PA • 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
Fidelity Investments Villanova PA 03/2023 Present
Applebrook Golf Club Malvern PA 04/2019 03/2023
The Hussey Team Mortgage Advisors Conshohocken PA 10/2021 11/2022
Lakeview Horsham PA 05/2020 08/2021
Silver Hill Funding Horsham PA 01/2020 04/2020
Haverford College Haverford PA 01/2018 01/2020
West Chester University West Chester PA 09/2018 08/2019
Waynesborough Country Club Paoli PA 03/2013 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Villanova, PA
  • 04/2019 → 03/2023
    Applebrook Golf Club
    Malvern, PA
  • 10/2021 → 11/2022
    The Hussey Team Mortgage Advisors
    Conshohocken, PA
  • 05/2020 → 08/2021
    Lakeview
    Horsham, PA
  • 01/2020 → 04/2020
    Silver Hill Funding
    Horsham, PA
  • 01/2018 → 01/2020
    Haverford College
    Haverford, PA
  • 09/2018 → 08/2019
    West Chester University
    West Chester, PA
  • 03/2013 → 11/2018
    Waynesborough Country Club
    Paoli, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-19
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2024-04-19
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
GREEN DRAKE ADVISORS LLC
PATRIOT FINANCIAL MANAGER, L.P.

Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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