# JOSEPH ROCCO AGRESTO

JOSEPH ROCCO AGRESTO is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with MUTUAL ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MUTUAL ADVISORS, LLC](https://search.stillhousedata.com/firm/167658) | 2025-04-09 | present | Yes |
| [MONARCH ADVISOR STRATEGIES, LLC](https://search.stillhousedata.com/firm/283984) | 2016-07-07 | 2020-12-01 | — |
| [FIDELITY PERSONAL TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/109516) | 2005-09-27 | 2007-03-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2003-12-11 | 2009-11-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1413706)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1413706.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.