Joshua J Cabral
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Token Auto SPAApr 2022 to Nov 2022
- Charles Millard IncJan 2021 to May 2022
- Anytime FitnessSep 2020 to Jan 2021
- 22 Bowen'sMay 2020 to Sep 2020
- Ar GlobalSep 2019 to Mar 2020
- East Bay Community Action ProgramJan 2019 to May 2019
- Perro SaladoSep 2018 to Feb 2023
- Salve Regina UniversitySep 2017 to May 2022
- Blount Fine FoodsMar 2016 to Apr 2020
- Barrington High SchoolSep 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7703765
- Firm CRD
- 104555