Joshua John Taormina

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

CT RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Branford, CT • United States

265 Church St One Century Tower, New Haven, CT 06510-7013 • 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

Organization	City	State	From	To
Unemployed	East Patchogue	NY	08/2016	05/2017
Self Employed	East Patchogue	NY	04/2017	03/2023
Old Tennis Services Inc	East Moriches	NY	05/2017	06/2017
Powertech Controls Co Inc	Ronkonkoma	NY	06/2017	07/2020
Dark Storm Industries Llc	Oakdale	NY	08/2020	03/2023
Fidelity Investments	Fairfield	CT	03/2023	Present
Stony Brook University	Stony Brook	NY	08/2018	12/2018
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 05/2017

Unemployed

East Patchogue, NY
04/2017 → 03/2023

Self Employed

East Patchogue, NY
05/2017 → 06/2017

Old Tennis Services Inc

East Moriches, NY
06/2017 → 07/2020

Powertech Controls Co Inc

Ronkonkoma, NY
08/2020 → 03/2023

Dark Storm Industries Llc

Oakdale, NY
03/2023 → Present

Fidelity Investments

Fairfield, CT
08/2018 → 12/2018

Stony Brook University

Stony Brook, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Fairfield, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-05

S66 Uniform Combined State Law Examination

2023-08-05

View on SEC IAPD

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