Joseph Dickerson
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 InvestmentsJul 2024 to now
- TechtargetJun 2024 to Jun 2024
- Cochrane GlobalJun 2022 to May 2024
- Dogfish Taco Company - Peter J HigginsMay 2022 to Jun 2022
- Elon UniversityAug 2021 to May 2022
- Aruza MarketingMay 2021 to Aug 2021
- Elon UniversityAug 2020 to Apr 2021
- Tnt FireworksJun 2020 to Jul 2020
- Home Fashions Distrubutions IncDec 2019 to Aug 2020
- Elon UniversitySep 2019 to May 2020
- Salem Boys and Girls ClubJun 2019 to Aug 2019
- Castleton Banquet CenterMay 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7965905
- Firm CRD
- 104555