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Joseph Sparacino

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2023 to now
  3. Morgan StanleyMar 2023 to Jul 2023
  4. E*trade Capital Management LLCJun 2020 to Jul 2023
  5. E*trade Securities LLCNov 2019 to Jul 2023
  6. Ll Business Management, Inc.Aug 2018 to Nov 2019
  7. Suny New PaltzAug 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7201979
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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