Joshua Stevenson
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Joshua Stevenson? 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 InvestmentsDec 2020 to now
- Hudson Automotive dba Honda KingsportSep 2019 to Dec 2020
- Chantz Scott Auto GroupJul 2019 to Sep 2019
- AflacDec 2018 to Jun 2019
- Providence Enterprises dba Ashley Furniture HomestoreSep 2018 to Dec 2018
- UnemployedApr 2018 to Sep 2018
- Northwestern MutualFeb 2018 to Apr 2018
- CalixApr 2017 to Dec 2017
- Verizon WirelessAug 2010 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 6899508
- Firm CRD
- 104555