Joe Valiquette
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Gwfs Equities, IncMar 2020 to Sep 2021
- Transamerica Investors Securities CorporationMar 2018 to Jan 2020
- Transamerica Retirement SolutionsMar 2018 to Jan 2020
- Uber DriverNov 2017 to Mar 2018
- Charles SchwabOct 2017 to Oct 2017
- TD AmeritradeApr 2017 to Sep 2017
- Self Employed Uber DriverOct 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
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
- 2765375
- Firm CRD
- 104555