Joseph Mark Duea
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- W&s Brokerage ServicesOct 2021 to Apr 2023
- Western & Southern LifeOct 2021 to Apr 2023
- Purshe Kaplan Sterling Investments, Inc.Jul 2020 to Oct 2021
- Thrivent Advisor Network, LLCJul 2020 to Oct 2021
- Thrivent Financial for LutheransDec 2010 to Jul 2020
- Thrivent Investment Management IncNov 2010 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5834369
- Firm CRD
- 104555