Joseph Lefebvre
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsJun 2024 to now
- J.P. Morgan Securities LLCOct 2023 to Jun 2024
- JPMorgan Chase Bank, N.A.Oct 2023 to Jun 2024
- Equity Services, Inc.Sep 2022 to Sep 2023
- The Quintessential Experience In Financial Service/national LifeJun 2022 to Sep 2023
- Cross Point Financial Advisors, LLCJul 2021 to May 2022
- LPL Financial, LLCJul 2021 to May 2022
- Sudbury Design GroupMay 2019 to Jul 2021
- UnemployedSep 2018 to Apr 2019
- Breau Lawn and LandscapeMay 2018 to Aug 2018
- UnemployedOct 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7422741
- Firm CRD
- 104555