Cynthia Joseph

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

• 02/2014 → Present
  Fidelity Brokerage Services Llc
  Glen Allen, VA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Glen Allen, VA
• 2014-03-11 → 2018-07-13
  Strategic Advisers Llc
  Glen Allen, VA
  Midlothian, VA
• 2011-08-17 → 2014-01-24
  Pt Asset Management, Llc
  Chicago, IL

Other Businesses

OBA-126161|OrgNmn:Whitfield and Cynthia Joseph|Org Addr:Midlothian,Virginia,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Very little - using a managment company|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-12
• S63 Uniform Securities Agent State Law Examination
  1999-05-20

Other Names

• Cynthia Denise Dipietro
• Cynthia Denise Perez
• Cynthia Denise Joseph