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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

JOSHUA CASPER

Advisor at STRATEGIC ADVISERS LLC

BOSTON, MA | READING, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 28, 2000
First registration: Dec 5, 2005
Dual registered: yes, broker-dealer
Other names: JOSHUA LEE CASPER
IAPD individual key: 4237822

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	READING, MA\|BOSTON, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 20, 2024	Mar 31, 2025	no	BOSTON, MA\|READING, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Sep 20, 2022	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 4, 2015	Jul 13, 2018	no	FRAMINGHAM, MA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 12, 2015	Jun 2, 2015	no	VIENNA, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 5, 2005	Sep 26, 2014	no	BURLINGTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
USAA FINANCIAL PLANNING SERVICES	STRATEGIC ADVISERS LLC	Jun 2, 2015	Aug 4, 2015	63	Firm change	Other
STRATEGIC ADVISERS LLC	USAA FINANCIAL PLANNING SERVICES	Sep 26, 2014	Jan 12, 2015	108	Firm change	Other

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 4, 2015 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 20, 2024 to Mar 31, 2025factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 12, 2015 to Jun 2, 2015factForm ADV

Dated events

No dated event names this entity yet.