JP
Joseph M. Pushkarewicz
STRATEGIC ADVISERS LLC
PALM BEACH GARDEN, FL
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CRD#: 7412809
JP
Professional summary
Joseph Michael Pushkarewicz, who also goes by Joseph Michael Pushkarewicz, Joseph Pushkarewicz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Palm Beach Garden, Florida and FIDELITY BROKERAGE SERVICES LLC located in Palm Beach Gardens, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Joseph has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Michael Pushkarewicz | Joseph Pushkarewicz
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.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2424 N FEDERAL HIGHWAY SUITE 318 BOCA RATON, FL | START DATE: 8/3/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Michael Pushkarewicz'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709RIA
CRD#: 104555
PALM BEACH GARDEN, FL
Current
August 30, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3501 Pga Boulevard, Suite 100 Grand Bank Center, Palm Beach Gardens, FL 33410BD
CRD#: 7784
Palm Beach Gardens, FL
Past
September 19, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALM BEACH GARDENS, FL
Past
December 1, 2021 - July 22, 2022
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
BOCA RATON, FL
Past
November 16, 2021 - July 22, 2022
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
BOCA RATON, FL
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
Arizona(1/17/2023)
RR
California(1/17/2023)
RR
Colorado(1/17/2023)
RR
Connecticut(8/30/2022)
RR
Delaware(8/30/2022)
RR
District of Columbia(8/30/2022)
RR
Florida(8/30/2022)
IAR
Florida(3/31/2025)
RR
Georgia(8/30/2022)
RR
Illinois(1/17/2023)
RR
Indiana(1/17/2023)
RR
Maryland(1/17/2023)
RR
Massachusetts(1/17/2023)
RR
Michigan(1/17/2023)
RR
Minnesota(1/17/2023)
RR
Missouri(1/17/2023)
RR
New Jersey(8/30/2022)
RR
New York(8/30/2022)
RR
North Carolina(1/17/2023)
RR
Pennsylvania(8/30/2022)
RR
South Carolina(8/30/2022)
RR
Texas(1/17/2023)
IAR
Texas(3/31/2025)
RR
Virginia(8/30/2022)
RR
Washington(1/17/2023)
RR
Wisconsin(1/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2021
General Securities Representative ExaminationGeneral 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
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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.
