Joseph Mcabee Slattery
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsAug 2023 to now
- IfurnishJun 2023 to Jun 2023
- Vail ResortsNov 2021 to Apr 2023
- Oasis LawncareMay 2021 to Oct 2021
- Dicks Sporting GoodsOct 2020 to Dec 2020
- Door DashMay 2020 to Aug 2023
- Fed-exMay 2020 to May 2020
- Dillons Store (kroger)Apr 2020 to Apr 2020
- LyftDec 2019 to Jan 2020
- UberDec 2019 to Jan 2020
- Flynn Restaurant Group LLC (panera)Jun 2019 to Aug 2019
- Kc CrewJun 2019 to Aug 2019
- University of Kansas Memorial UnionsMar 2018 to Jan 2019
- Npc International, Inc (pizza Hut)Dec 2017 to Aug 2019
- University of KansasAug 2017 to May 2021
- AquatacareApr 2014 to Aug 2020
- Shawnee Mission NorthwestAug 2013 to May 2017
- Good Shepherd Catholic ChurchOct 2012 to Mar 2021
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 (CO, 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
- 7801261
- Firm CRD
- 104555