JOSEPH P. LUCIA is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-03-23 | 2025-03-31 | — |
| CURIAN CAPITAL, LLC | 2014-10-10 | 2015-09-15 | — |
| CURIAN CAPITAL, LLC | 2013-02-20 | 2014-09-09 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-08-16 | 2007-10-18 | — |