Joel Oscar Ubri-cardona
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 InvestmentsApr 2023 to now
- UnemployedDec 2021 to Apr 2023
- Answer FinancialDec 2017 to Dec 2021
- PostmatesSep 2017 to Nov 2017
- Best BuyAug 2017 to Dec 2017
- Travelers InsuranceJan 2017 to Aug 2017
- Coca-cola Bottling Company ConsolidatedJun 2015 to Dec 2016
- University of North Carolina At CharlotteAug 2012 to Dec 2016
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 (NC, 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
- 7725699
- Firm CRD
- 104555