Joseph Porchetta
Professional summary
Joseph Porchetta is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Robbinsville, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Princeton, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Joseph has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Porchetta's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924October 24, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540November 15, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 22, 2017 - October 23, 2023
BGC FINANCIAL, L.P.
February 16, 2012 - July 17, 2017
GFI SECURITIES LLC
June 18, 2010 - February 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 18, 2010 - February 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 2009 - May 3, 2010
BLACKBIRD NORTH AMERICA
June 13, 2005 - October 15, 2009
GFI SECURITIES LLC
April 26, 2000 - May 5, 2003
TRADITION SECURITIES AND DERIVATIVES LLC
January 22, 1997 - April 1, 1999
CANTOR FITZGERALD SECURITIES
September 5, 1996 - December 24, 1996
EXCO RMJ INTERNATIONAL INC.
May 29, 1996 - December 24, 1996
INTERCAPITAL GOVERNMENT SECURITIES INC.
February 13, 1995 - September 5, 1995
FLEET ENTERPRISES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(10/24/2023)
(3/31/2025)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(3/31/2025)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(12/19/2023)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
