Joseph Michael Nescio

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

10 years in the industry.

1. Strategic Advisers LLCDec 2025 to now
2. Fidelity InvestmentsAug 2025 to now
3. UnemployedJun 2025 to Jul 2025
4. Gute Financial ServicesJan 2025 to Jun 2025
5. Widener UniversityAug 2024 to Dec 2024
6. Mass MutualJun 2024 to Aug 2024
7. Research InternSep 2023 to Dec 2023
8. Widener UniversityAug 2023 to May 2024
9. Kpmg LLPJul 2023 to Aug 2023
10. Widener UniversityAug 2022 to May 2023
11. Applewood Enterprise IncMay 2022 to Aug 2022
12. Widener UniversityAug 2021 to May 2022
13. Applewood Enterprise Inc.May 2021 to Aug 2021
14. Widener UniversityAug 2020 to May 2021
15. UnemployedMar 2020 to Jul 2020
16. Father Judge High SchoolAug 2019 to Mar 2020
17. Somerton Springs Swim ClubMay 2019 to Aug 2019
18. Conroy CateringOct 2018 to Sep 2025
19. Father Judge High SchoolAug 2018 to Oct 2018
20. Somerton Springs Swim ClubMay 2018 to Aug 2018
21. Father Judge High SchoolAug 2017 to May 2018
22. Somerton Springs Swim ClubMay 2017 to Aug 2017
23. Roman Catholic High SchoolJun 2015 to May 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Strategic Advisers LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

8027498

Firm CRD

104555