Joshua A. Puckett
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Joshua A. Puckett? Claim your profile
Contact this firm
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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- Voya Retirement AdvisorsApr 2021 to Oct 2023
- Voya Financial Advisors, Inc.Jul 2019 to Oct 2023
- Prudential Insurance Company of AmericaFeb 2017 to Jul 2019
- Prudential Investment Management Services, LLCFeb 2017 to Jul 2019
- Bank of America, N.A.Mar 2012 to Feb 2017
- Merrill Lynch Pierce, Fenner & Smith, Inc.Aug 2010 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5484821
- Firm CRD
- 104555