Joseph Pushkarewicz
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Hornor, Townsend, & Kent LLCAug 2021 to Jul 2022
- Penn Mutual Life Insurance CompanyDec 2019 to Jul 2022
- UnemployedAug 2019 to Dec 2019
- Vivint SolarMay 2019 to Jul 2019
- Saint Joseph's UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7412809
- Firm CRD
- 104555