Joseph Rockwell
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- UnemployedJun 2021 to Oct 2021
- Full Time EducationJan 2021 to Jun 2021
- UnemployedApr 2020 to Jan 2021
- Market BasketDec 2019 to Apr 2020
- Full Time EducationSep 2019 to Dec 2019
- Indian Ridge Country ClubMay 2019 to Sep 2019
- Full Time EducationFeb 2019 to May 2019
- Umass Men's RugbyJan 2019 to Jun 2021
- Market BasketDec 2018 to Feb 2019
- Full Time EducationSep 2018 to Dec 2018
- Indian Ridge Country ClubMay 2018 to Sep 2018
- Squeaky Pete'sMay 2018 to Aug 2018
- Full Time EducationFeb 2018 to May 2018
- Market BasketDec 2017 to Feb 2018
- Full Time EducationSep 2017 to Dec 2017
- Indian Ridge Country ClubJun 2017 to Sep 2017
- Market BasketMar 2017 to Jun 2017
- Ap SportsDec 2016 to Mar 2017
- Full Time EducationOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7454779
- Firm CRD
- 104555