Joseph Anthony Degonge

CRD 2654371 · Strategic Advisers LLC · Alpharetta, GA

IA RegisteredBroker

Also appears in the source record as: Joseph Degonge

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 31Series 7
Registered states (21): Alabama · Arizona · California · Florida · Georgia · Indiana · Kentucky · Mississippi · Montana · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Virginia · Washington · Wyoming
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2654371 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Alpharetta, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Marietta, GA · BD capacity

Feb 21, 2020 → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 27, 2020 → Mar 31, 2025
Td Ameritrade, Inc.
BD capacity

May 30, 2018 → Feb 25, 2020
Td Ameritrade, Inc.
IA capacity

May 30, 2018 → Feb 25, 2020
Td Ameritrade Investment Management, LLC
IA capacity

May 30, 2018 → Feb 25, 2020
Charles Schwab & Co., Inc.
IA capacity

Apr 4, 2003 → Apr 19, 2018
Charles Schwab & Co., Inc.
BD capacity

Aug 15, 2002 → Apr 19, 2018
Prudential Securities Incorporated
BD capacity

Sep 1, 1999 → Jul 30, 2002
Dean Witter Reynolds Inc.
BD capacity

Sep 20, 1995 → Sep 21, 1999

Source & corrections

Where this page comes from

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