Joel Atallah
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Equitable Advisors, LLCFeb 2023 to Jun 2023
- UnemployedJan 2023 to Feb 2023
- Wayne State UniversitySep 2021 to Dec 2022
- Care Counseling, LLCAug 2021 to Dec 2022
- Bodman PlcAug 2018 to Apr 2022
- Domino's PizzaJun 2018 to Aug 2018
- Garan Lucow Miller, PcNov 2017 to Jun 2018
- Dressell Inventory Co IncAug 2017 to Sep 2018
- Two Men and A TruckMay 2017 to Aug 2017
- University of Michigan - DearbornAug 2016 to Dec 2018
- Heny Ford CollegeAug 2016 to May 2017
- Busch's Fresh Food MarketMay 2016 to May 2017
Exams passed
- 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
- 7695479
- Firm CRD
- 104555