Joseph Porchetta

CRD 2554689 · Fidelity Brokerage Services LLC · Princeton, NJ

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (29): Alaska · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Princeton, NJ · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Princeton, NJ · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Princeton, NJ · IA capacity

Nov 15, 2023 → Mar 31, 2025
Bgc Financial, L.P.
Shrewsbury, NJ · BC capacity

Aug 22, 2017 → Oct 23, 2023
Gfi Securities LLC
New York, NY · BC capacity

Feb 16, 2012 → Jul 17, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Princeton, NJ · IA capacity

Jun 18, 2010 → Feb 22, 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Princeton, NJ · BC capacity

Jun 18, 2010 → Feb 22, 2011
Blackbird North America
New York, NY · BC capacity

Mar 12, 2009 → May 3, 2010
Tradition Asiel Securities Inc.
New York, NY · BC capacity

Apr 26, 2000 → May 5, 2003
Cantor Fitzgerald Securities
New York, NY · BC capacity

Jan 22, 1997 → Apr 1, 1999
Exco Rmj International Inc.
BC capacity

Sep 5, 1996 → Dec 24, 1996
Exco Rmj Securities Corp.
New York, NY · BC capacity

May 29, 1996 → Dec 24, 1996
Natwest Investor Services Corporation
New York, NY · BC capacity

Feb 13, 1995 → Sep 5, 1995

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2554689 ↗ FINRA BrokerCheck record for CRD 2554689 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.