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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

CYNTHIA JOSEPH

Advisor at STRATEGIC ADVISERS LLC

CHESTERFIELD, VA | GLEN ALLEN, VA

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Search this name across graphsid dfx:ria:ad88c58e-eab6-7dba-8232-bf80c0bf4a5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2011 to Sep 15, 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: May 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: May 20, 1999
First registration: Aug 17, 2011
Dual registered: yes, broker-dealer
Other names: CYNTHIA DENISE DIPIETRO|CYNTHIA DENISE PEREZ|CYNTHIA DENISE JOSEPH
IAPD individual key: 3223153

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	GLEN ALLEN, VA\|CHESTERFIELD, VA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|GLEN ALLEN, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 11, 2014	Jul 13, 2018	no	GLEN ALLEN, VA\|MIDLOTHIAN, VA	Previous registration
PT ASSET MANAGEMENT, LLC	Asset manager	Aug 17, 2011	Jan 24, 2014	no	CHICAGO, IL	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
PT ASSET MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	Jan 24, 2014	Mar 11, 2014	46	Firm change	Other

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 11, 2014 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ PT ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 17, 2011 to Jan 24, 2014factForm ADV

Dated events

No dated event names this entity yet.