Joseph Arthur Toth
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsDec 2025 to now
- UnemployedSep 2025 to Dec 2025
- LPL Financial LLCMar 2025 to Sep 2025
- Osaic Wealth IncDec 2024 to Feb 2025
- Equitable Advisors LLCNov 2022 to Sep 2024
- Carlson Metal Products Inc.Mar 2021 to Mar 2023
- UnemployedAug 2020 to May 2021
- Detroit Boat RestorationJun 2018 to Aug 2020
- Michigan State UniversityJan 2015 to May 2019
- Gregory Boat Company (detroit Boat Basin)Mar 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7660053
- Firm CRD
- 104555