Joseph Michael Boris
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Deseret First Credit UnionNov 2022 to Nov 2022
- Brigham Young UniversityJan 2022 to Apr 2023
- Best BuyOct 2021 to Dec 2021
- Church of Jesus Christ of Latter Day SaintsOct 2019 to Oct 2021
- Best BuyAug 2019 to Oct 2019
- Home DepotMay 2018 to Aug 2018
- Brigham Young UniversityAug 2017 to Aug 2019
- Staar Pest ControlJun 2017 to Aug 2017
- Plano Independent School DistrictMay 2013 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 (TX, UT).
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
- 7750080
- Firm CRD
- 104555