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Joseph Glass

Strategic Advisers LLC

Grapevine, TX

Westlake, TX

CRD 7752708

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-24

Branch Locations

Grapevine, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Westlake TX 06/2022 Present
Lumen Technologies/Centurylink Fort Worth TX 07/2021 06/2022
Apple Inc. Southlake TX 07/2018 07/2021
Market Street United Plano TX 05/2014 08/2019
Collin College Plano TX 08/2014 12/2018
University Of Texas At Arlington Arlington TX 01/2019 12/2020
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2021 → 06/2022
    Lumen Technologies/Centurylink
    Fort Worth, TX
  • 07/2018 → 07/2021
    Apple Inc.
    Southlake, TX
  • 05/2014 → 08/2019
    Market Street United
    Plano, TX
  • 08/2014 → 12/2018
    Collin College
    Plano, TX
  • 01/2019 → 12/2020
    University Of Texas At Arlington
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-10
S63 Uniform Securities Agent State Law Examination 2023-10-13
  • S66 Uniform Combined State Law Examination
    2025-07-10
  • S63 Uniform Securities Agent State Law Examination
    2023-10-13
Other Names
  • Joseph David Glass
  • Joseph Glass

View on SEC IAPD

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