Joshua Charles Dichiaro

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

• 05/2019 → 06/2019
  Dicks Sporting Goods
  Smithfield, RI
• 06/2017 → 08/2017
  Burrillville Extended Care
  Burrillville, RI
• 01/2014 → 06/2017
  Burrillville School System
  Burrillville, RI
• 05/2016 → 01/2017
  Wrights Farm Restaurant
  Burrillville, RI
• 05/2015 → 06/2017
  Bella Restaurant
  Burrillville, RI
• 08/2017 → 05/2018
  University Of New Hampshire
  Durham, NH
• 02/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2018 → 01/2024
  Burrillville Extended Care
  Burrillville, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24
• S63 Uniform Securities Agent State Law Examination
  2024-05-29

Other Names

• Joshua C Dichiaro
• Joshua Dichiaro