Joseph D. Judge
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Joseph D. Judge? 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
10 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Charles Schwab & Co., Inc.Jul 2023 to May 2024
- UnemployedMay 2023 to Jul 2023
- Montverde AcademyAug 2021 to May 2023
- UnemployedMay 2021 to Aug 2021
- Idyllwilde Elementary SchoolNov 2020 to May 2021
- Ps/ms 105, the Bay SchoolSep 2019 to Nov 2020
- Intermediate School 77Sep 2017 to Sep 2019
- Nyc Department of EducationMar 2017 to Sep 2017
- Marcus & MillichapAug 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7739612
- Firm CRD
- 104555