Joshua Weiss
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Joshua Weiss? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Associates In Accounting PlcFeb 2021 to Aug 2021
- Splash At the BoathouseAug 2020 to Nov 2020
- Als French FrysJun 2020 to Jul 2020
- The Basin Ski ShopJun 2019 to Oct 2019
- Lui LuiJun 2019 to Aug 2019
- University of VermontAug 2018 to Aug 2021
- Green StreetsJun 2018 to Aug 2018
- Polo Ralph LaurenMay 2017 to Aug 2017
- Nashua Highschool NorthAug 2014 to Jun 2018
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
- 7461220
- Firm CRD
- 104555