Joshua Mcmillen
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 LLCNov 2025 to now
- Fidelity InvestmentsJul 2025 to now
- Massmutual Life Insurance CoSep 2024 to Jul 2025
- MML Investors Services, LLCSep 2024 to Jul 2025
- Easton WinwaterJun 2024 to Sep 2024
- Collette VacationsJun 2023 to Aug 2023
- Quincy Yacht ClubJun 2022 to Aug 2022
- Easton WinwaterJun 2021 to Aug 2021
- Boston CollegeSep 2020 to May 2024
- Allerton HouseMay 2020 to Aug 2020
- Stop and ShopJun 2019 to Oct 2019
- Quincy Youth ArenaSep 2018 to Mar 2020
- Boston College High SchoolSep 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7976553
- Firm CRD
- 104555