Joshua O. Ecroyd
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
HOUSTON, TX
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CRD#: 4585821
Professional summary
Joshua Owen Ecroyd, CFP®, who also goes by Joshua Owen Ecroyd, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Joshua has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
We partner with ultra high net worth families, by collaboratively developing holistic plans, that simplify complex financial questions, helping these families build, protect and transfer their wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Owen Ecroyd
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Owen Ecroyd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Texas
Bachelor of Arts (BA) - Economics
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 12532 Memorial Drive, Houston, TX 77024RIA
CRD#: 104555
HOUSTON, TX
Current
June 28, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 12532 Memorial Drive, Houston, TX 77024BD
CRD#: 7784
Houston, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HOUSTON, TX
Past
August 8, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SUGAR LAND, TX
Past
February 9, 2004 - April 5, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DALLAS, TX
Past
February 9, 2004 - April 5, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 14, 2003 - March 1, 2004
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
AUSTIN, TX
Past
October 2, 2002 - March 1, 2004
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/17/2022)
RR
Alaska(10/9/2020)
RR
Arizona(2/17/2022)
RR
Arkansas(6/17/2013)
RR
California(2/14/2013)
RR
Colorado(8/7/2013)
RR
Connecticut(2/17/2022)
RR
Delaware(2/17/2022)
RR
District of Columbia(2/17/2022)
RR
Florida(4/30/2013)
RR
Georgia(11/16/2020)
RR
Hawaii(11/26/2013)
RR
Idaho(2/17/2022)
RR
Illinois(2/17/2022)
RR
Indiana(2/17/2022)
RR
Iowa(2/17/2022)
RR
Kansas(4/23/2020)
RR
Kentucky(2/17/2022)
RR
Louisiana(6/28/2005)
IAR
Louisiana(3/31/2025)
RR
Maine(2/17/2022)
RR
Maryland(2/17/2022)
RR
Massachusetts(4/23/2020)
RR
Michigan(4/23/2020)
RR
Minnesota(2/17/2022)
RR
Mississippi(2/17/2022)
RR
Missouri(2/17/2022)
RR
Montana(2/17/2022)
RR
Nebraska(2/17/2022)
RR
Nevada(2/17/2022)
RR
New Hampshire(2/17/2022)
RR
New Jersey(11/16/2020)
RR
New Mexico(2/17/2022)
RR
New York(4/23/2020)
RR
North Carolina(2/17/2022)
RR
North Dakota(2/17/2022)
RR
Ohio(4/24/2020)
RR
Oklahoma(8/27/2019)
RR
Oregon(2/17/2022)
RR
Pennsylvania(3/12/2021)
RR
Rhode Island(2/17/2022)
RR
South Carolina(2/17/2022)
RR
South Dakota(2/17/2022)
RR
Tennessee(2/17/2022)
RR
Texas(6/28/2005)
IAR
Texas(3/31/2025)
RR
Utah(4/23/2020)
RR
Vermont(2/17/2022)
RR
Virginia(8/13/2021)
RR
Washington(2/19/2021)
RR
West Virginia(2/17/2022)
RR
Wisconsin(2/17/2022)
RR
Wyoming(2/17/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Houston, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
