Geoffrey Joseph Poisson
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 LLCJul 2026 to now
- Fidelity InvestmentsOct 2024 to now
- Cambridge Village of WilmingtonAug 2023 to Apr 2024
- Cambridge Village of ApexSep 2022 to Oct 2024
- OfficemaxAug 2022 to Aug 2022
- Academy Sports + OutdoorsMay 2022 to Jul 2022
- Uncw Housing & Residence LifeAug 2021 to May 2022
- Defy GravityJun 2021 to Jul 2021
- Lowes FoodsJun 2021 to Jun 2021
- University of North Carolina WilmingtonJan 2021 to May 2024
- UnemployedJan 2020 to Jan 2021
- Bryant Student Telefund ProgramJan 2019 to Dec 2019
- Ronzio Pizza & SubsSep 2018 to Oct 2018
- Bryant UniversitySep 2017 to Dec 2019
- Hopkinton Country ClubMay 2017 to Jun 2019
- Hopkinton High SchoolJul 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8004591
- Firm CRD
- 104555