Joseph W. Mesrobian
STRATEGIC ADVISERS LLC | Financial Consultant
PORTSMOUTH, NH
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CRD#: 6644623
Professional summary
Joseph Watson Mesrobian, CFP®, who also goes by Joseph Watson Mesrobian, Joe Watson Mesrobian, Joseph Mesrobian, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portsmouth, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Joseph has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Everyone has a story, and it's my privilege to partner with you to understand yours. Together, we will co-create a Financial plan that reflects the goals, values, and preferences you have for yourself, your family, and business. My relationships are built on trust, authenticity, and dedication; It is my passion to educate clients on how best to grow, protect, and efficiently and effectively transfer your wealth to the people and charitable causes dear to you.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Joseph Watson Mesrobian | Joe Watson Mesrobian | Joseph Mesrobian
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.
OAA#: 50753 | Org Name:JWM Painting | Org Addr:Dover, NH, US | Nature of Bus:Painting and Pressure Washing | Invst Rel:N | Title:JWM Painting | Duties:Painting and Pressure Washing | Start Dt:07/01/2017 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Watson Mesrobian'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®
CFP®
Start date: 2019
Education
Boston University
Master of Business Administration (MBA) - Finance
Liberty University
Bachelor of Business Administration - Business
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 801 Boylston Street, Boston, MA 02116RIA
CRD#: 104555
PORTSMOUTH, NH
Current
March 1, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 801 Boylston Street, Boston, MA 02116BD
CRD#: 7784
Boston, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
October 18, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
Past
June 30, 2016 - September 2, 2016
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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(2/12/2021)
RR
Alaska(2/12/2021)
RR
Arizona(2/12/2021)
RR
Arkansas(2/12/2021)
RR
California(1/6/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(3/1/2017)
RR
Delaware(2/12/2021)
RR
District of Columbia(2/12/2021)
RR
Florida(3/1/2017)
RR
Georgia(2/12/2021)
RR
Hawaii(2/12/2021)
RR
Idaho(2/12/2021)
RR
Illinois(3/30/2020)
RR
Indiana(2/12/2021)
RR
Iowa(2/12/2021)
RR
Kansas(2/12/2021)
RR
Kentucky(2/12/2021)
RR
Louisiana(2/12/2021)
RR
Maine(3/1/2017)
RR
Maryland(2/12/2021)
RR
Massachusetts(3/1/2017)
IAR
Massachusetts(3/31/2025)
RR
Michigan(2/12/2021)
RR
Minnesota(2/12/2021)
RR
Mississippi(2/12/2021)
RR
Missouri(2/12/2021)
RR
Montana(2/12/2021)
RR
Nebraska(2/12/2021)
RR
Nevada(2/12/2021)
RR
New Hampshire(3/1/2017)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(6/17/2020)
RR
New Mexico(2/12/2021)
RR
New York(10/9/2020)
RR
North Carolina(2/12/2021)
RR
North Dakota(2/12/2021)
RR
Ohio(2/15/2021)
RR
Oklahoma(2/12/2021)
RR
Oregon(2/12/2021)
RR
Pennsylvania(1/18/2021)
RR
Puerto Rico(2/12/2021)
RR
Rhode Island(3/1/2017)
RR
South Carolina(2/12/2021)
RR
South Dakota(2/12/2021)
RR
Tennessee(2/12/2021)
RR
Texas(2/24/2020)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(3/1/2017)
IAR
Vermont(3/31/2025)
RR
Virgin Islands(2/12/2021)
RR
Virginia(1/28/2021)
RR
Washington(2/12/2021)
RR
West Virginia(2/12/2021)
RR
Wisconsin(2/12/2021)
RR
Wyoming(2/12/2021)
Exams
State Security Law 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
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
Financial ConsultantCRD#: 104555Portsmouth, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
