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Joshua Gray

Strategic Advisers LLC

St. Petersburg, FL

Clearwater, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

St. Petersburg, FL • United States

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • 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
Unemployed Jacksonville FL 01/2023 02/2024
Unemployed Jacksonville FL 02/2014 01/2021
Fidelity Investments Jacksonville FL 02/2024 Present
University Of Florida Gainesville FL 08/2022 01/2023
Jacksonville Jaguars Florida FL 06/2022 08/2022
Providence School Of Jacksonville Florida FL 01/2021 08/2021
University Of Florida Gainesville FL 08/2021 06/2022
Towne Park Florida FL 01/2023 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 02/2024
    Unemployed
    Jacksonville, FL
  • 02/2014 → 01/2021
    Unemployed
    Jacksonville, FL
  • 02/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2022 → 01/2023
    University Of Florida
    Gainesville, FL
  • 06/2022 → 08/2022
    Jacksonville Jaguars
    Florida, FL
  • 01/2021 → 08/2021
    Providence School Of Jacksonville
    Florida, FL
  • 08/2021 → 06/2022
    University Of Florida
    Gainesville, FL
  • 01/2023 → 05/2023
    Towne Park
    Florida, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2024-05-02
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2024-05-02

View on SEC IAPD

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