Joseph Simon Leblanc
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Louisiana State UniversityAug 2020 to Jul 2021
- MitekMay 2020 to Aug 2020
- Louisiana State UniversityAug 2019 to May 2020
- MitekMay 2019 to Aug 2019
- Peoples BankDec 2018 to May 2019
- Louisiana State UniversityAug 2018 to Dec 2018
- MitekMay 2018 to Aug 2018
- Lsu UrecJan 2018 to May 2018
- Louisiana State UniversityJul 2017 to Dec 2017
- Kingwood HighschoolJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7410632
- Firm CRD
- 104555