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Joseph D. Judge

Strategic Advisers LLC

Mount Dora, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-12
TX RA APPROVED 2025-08-06
  • FL RA
    APPROVED
    Since 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-06

Branch Locations

Mount Dora, FL • 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
Marcus & Millichap New York NY 08/2016 03/2017
Fidelity Investments Charlotte NC 05/2024 Present
Charles Schwab & Co., Inc. Orlando FL 07/2023 05/2024
Ps/Ms 105, The Bay School Far Rockaway NY 09/2019 11/2020
Unemployed Mt Dora FL 05/2023 07/2023
Unemployed Mount Dora FL 05/2021 08/2021
Montverde Academy Montverde FL 08/2021 05/2023
Idyllwilde Elementary School Sanford FL 11/2020 05/2021
Intermediate School 77 Queens NY 09/2017 09/2019
Nyc Department Of Education Brooklyn NY 03/2017 09/2017
  • 08/2016 → 03/2017
    Marcus & Millichap
    New York, NY
  • 05/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 07/2023 → 05/2024
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2019 → 11/2020
    Ps/Ms 105, The Bay School
    Far Rockaway, NY
  • 05/2023 → 07/2023
    Unemployed
    Mt Dora, FL
  • 05/2021 → 08/2021
    Unemployed
    Mount Dora, FL
  • 08/2021 → 05/2023
    Montverde Academy
    Montverde, FL
  • 11/2020 → 05/2021
    Idyllwilde Elementary School
    Sanford, FL
  • 09/2017 → 09/2019
    Intermediate School 77
    Queens, NY
  • 03/2017 → 09/2017
    Nyc Department Of Education
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-21
S63 Uniform Securities Agent State Law Examination 2023-12-06
  • S66 Uniform Combined State Law Examination
    2025-07-21
  • S63 Uniform Securities Agent State Law Examination
    2023-12-06
Other Names
  • Joe Judge
  • Joseph Judge
  • Joseph D Judge

View on SEC IAPD

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