Joshua Michael Berube
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Easterseals New HampshireMar 2024 to Jul 2024
- UnemployedJul 2023 to Mar 2024
- Kbw Financial Staffing and RecruitingJun 2022 to Jul 2023
- UnemployedJan 2022 to Jun 2022
- Derry Cooperative School DistrictJul 2021 to Aug 2021
- Juliano?s Italian PizzeriaMay 2020 to Jan 2022
- Saint Anselm CollegeAug 2019 to Dec 2023
- UnemployedAug 2019 to May 2020
- Derry Cooperative School DistrictJul 2019 to Aug 2019
- The Moore CenterApr 2019 to Aug 2019
- UnemployedAug 2018 to Apr 2019
- Candia Woods Golf LinksApr 2018 to Aug 2018
- UnemployedJan 2018 to Apr 2018
- Londonderry Basketball ClubDec 2017 to Jan 2018
- Londonderry High SchoolAug 2015 to May 2019
- UnemployedJul 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7974957
- Firm CRD
- 104555