Joseph Salem
Investment adviser representative at Strategic Advisers LLC
26 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
26 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsMay 2026 to now
- La FitnessJul 2024 to May 2026
- Goldman Sachs AycoSep 2022 to Nov 2025
- UnemployedJul 2022 to Sep 2022
- ChipotleMay 2022 to Jul 2022
- UnemployedAug 2021 to May 2022
- Goldman Sachs AycoJun 2021 to Aug 2021
- UnemployedJan 2020 to Jun 2021
- Johnny's Real NY PizzaJul 2017 to Jan 2020
- Carls JrNov 2016 to Jul 2017
- UnemployedFeb 2000 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7399356
- Firm CRD
- 104555