Joseph A. Irace
Professional summary
Joseph Anthony Irace, who also goes by Joe Irace, Joseph A. Irace, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Diego, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. 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 Anthony Irace's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
April 6, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108April 19, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 12, 2020 - March 10, 2022
CETERA WEALTH SERVICES, LLC
November 11, 2020 - March 10, 2022
FIRST ALLIED SECURITIES, INC.
November 11, 2020 - March 10, 2022
CETERA INVESTMENT SERVICES LLC
November 11, 2020 - March 10, 2022
CETERA FINANCIAL SPECIALISTS LLC
November 11, 2020 - March 10, 2022
CETERA ADVISORS LLC
November 11, 2020 - March 10, 2022
CETERA WEALTH SERVICES, LLC
January 22, 2019 - October 7, 2020
CION SECURITIES, LLC
November 14, 2017 - September 19, 2018
PGIM INVESTMENTS LLC
November 9, 2017 - September 19, 2018
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
July 12, 2017 - October 4, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 28, 2017 - October 4, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(4/7/2023)
(10/22/2025)
(4/6/2023)
(3/31/2025)
(4/7/2023)
(4/7/2023)
(4/7/2023)
(1/31/2025)
(4/7/2023)
(4/7/2023)
(3/31/2025)
(4/7/2023)
(4/7/2023)
(10/29/2025)
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.
