Joey Oda
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- H&r BlockDec 2020 to May 2021
- Sentry CreditSep 2020 to Dec 2020
- UnemployedJun 2020 to Aug 2020
- Donor Development StrategiesJun 2019 to Sep 2019
- Souper Natural LLCJun 2019 to Sep 2019
- P. F. ChangsJun 2018 to Sep 2018
- UnemployedOct 2017 to Jun 2018
- Sas Retail ServicesJul 2017 to Sep 2017
- Lewis and Clark CollegeSep 2016 to May 2020
- UnemployedJan 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7412188
- Firm CRD
- 104555