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JL

Joshua E. Lebson

STRATEGIC ADVISERS LLC
SCITUATE, MA
Some features on this profile are disabled
CRD#: 5402012
JL

Professional summary

Joshua E Lebson, who also goes by Josh Lebson, Joshua E Lebson, Joshua Ephraim Lebson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Scituate, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joshua has worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh Lebson | Joshua E Lebson | Joshua Ephraim Lebson

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.
OBA-115791|OrgNmn:The Travelling Mouse Company|Org Addr:Daphne,Alabama,US|OBA Nature:Travel agent - help clients pl|Invst Rel:N|Title:Independent Contractor|Duties:talk with clients (friends and family), advise and guide to vacation, book travel, post some content on vacations and options, help clients wi|StrtDt:|TotHrs/mon:12|TrdHrs/mon:2|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua E Lebson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 900 Salem Street, Smithfield, RI 02917
RIA
CRD#: 104555
SCITUATE, MA
Current

November 5, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917
BD
CRD#: 7784
Smithfield, RI
Past

November 12, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SMITHFIELD, RI
Past

August 6, 2018 - September 1, 2021

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
Dorchester, MA
Past

August 3, 2018 - September 1, 2021

SANTANDER SECURITIES LLC

BD
CRD#: 41791
Dorchester, MA
Past

January 8, 2018 - June 29, 2018

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

June 13, 2014 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
TAMPA, FL
Past

June 10, 2014 - June 29, 2018

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
TAMPA, FL
Past

August 20, 2013 - May 8, 2014

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

January 30, 2013 - May 30, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
EXTON, PA
Past

January 30, 2013 - May 30, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
EXTON, PA
Past

November 1, 2007 - January 16, 2013

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
OWINGS MILLS, MD
Past

September 26, 2007 - January 16, 2013

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
OWINGS MILLS, MD

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
Massachusetts
(11/5/2021)
IAR
Massachusetts
(3/31/2025)
RR
Rhode Island
(11/5/2021)
IAR
Rhode Island
(3/31/2025)
RR
Texas
(11/5/2021)
IAR
Texas
(3/31/2025)
RR
Utah
(11/5/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/28/2022
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/23/2021
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/3/2017
General Securities Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Scituate, MA

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