Joseph Bell
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Temporarly UnemployedApr 2024 to Jun 2024
- Gps Capital MarketsJan 2023 to Apr 2024
- Utah Valley UniversityMay 2022 to Dec 2022
- Ruby River SteakhouseOct 2021 to May 2022
- Vivint Smart HomeAug 2020 to Oct 2021
- Vantage MarketingJan 2020 to Aug 2020
- Temporarly UnemployedAug 2019 to Dec 2019
- Told PlumbingNov 2018 to Jul 2019
- LowesSep 2018 to Nov 2018
- Brent Brown ToyotaMay 2018 to Jun 2018
- Ernies Sports Deli MobileMar 2017 to Sep 2018
- Provo PowerOct 2016 to Jul 2017
Exams passed
- 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
- 7949025
- Firm CRD
- 104555