Joshua Ambrose Sulak
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 InvestmentsJun 2021 to now
- AerotekJan 2021 to Jun 2021
- ST. Mark the Evangelist Catholic ChurchSep 2019 to Dec 2020
- University of North TexasMay 2019 to May 2020
- Frisco Chrysler Dodge Jeep RamMar 2019 to May 2019
- Keller Williams Dfw PreferredMar 2018 to Mar 2019
- Dallas/plano Marriott At Legacy CenterJun 2017 to Mar 2018
- University of North TexasMay 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7394228
- Firm CRD
- 104555