Joshua Lozano

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 07/2024
  Pruco Securities Llc
  Houston, TX
• 03/2019 → 04/2019
  Unemployed
  Houston, TX
• 03/2018 → 02/2019
  The Hartford
  Houston, TX
• 03/2023 → 12/2023
  Unemployed
  Houston, TX
• 08/2016 → 02/2018
  Unemployed
  Houston, TX
• 07/2024 → Present
  Fidelity Investments
  Houston, TX
• 05/2019 → 02/2023
  Harris County Appraisal District
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2024-05-21 → 2024-07-11
  Pruco Securities, Llc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20

Other Names

• Joshua Lozano
• Joshua Vincent Lozano