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Joshua White

Strategic Advisers LLC

Smithfield, RI

Millis, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-19
RI RA APPROVED 2025-12-12
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-12-19
  • RI RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Millis, MA • 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 Merrimack NH 06/2023 Present
Ups Dover NH 12/2019 12/2019
Dover Recreation Dover NH 03/2017 06/2023
Eastern Execavation Barrington NH 06/2019 08/2021
Compass Retirement Consulting Group Stratham NH 05/2022 08/2022
University Of New Hampshire Durham NH 08/2019 05/2023
Dover High School Dover NH 08/2015 06/2019
Unemployment Dover NH 08/2019 12/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2019 → 12/2019
    Ups
    Dover, NH
  • 03/2017 → 06/2023
    Dover Recreation
    Dover, NH
  • 06/2019 → 08/2021
    Eastern Execavation
    Barrington, NH
  • 05/2022 → 08/2022
    Compass Retirement Consulting Group
    Stratham, NH
  • 08/2019 → 05/2023
    University Of New Hampshire
    Durham, NH
  • 08/2015 → 06/2019
    Dover High School
    Dover, NH
  • 08/2019 → 12/2019
    Unemployment
    Dover, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Dover, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2024-01-03
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2024-01-03
Other Names
  • Josh White

View on SEC IAPD

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