Joseph M. Iannuzzi
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 InvestmentsApr 2022 to now
- Ameriprise Financial Services, IncJul 2019 to Mar 2022
- The Barbeque KingMay 2019 to Sep 2019
- Manpower-fedex Seasonal HelpDec 2018 to Dec 2018
- Bostwick Wealth ManagementJun 2018 to Aug 2018
- Manpower-fedex Seasonal HelpDec 2017 to Dec 2017
- Manpower-fedex Seasonal HelpDec 2016 to Dec 2016
- Thomas Jefferson UniversityAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6934538
- Firm CRD
- 104555