Joseph Michael Fagan
Investment adviser representative at Strategic Advisers LLC
17 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
17 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsNov 2025 to now
- UnemployedSep 2025 to Oct 2025
- Northwestern Mutual Investment Services LLCJan 2025 to Sep 2025
- Northwestern Mutual Life Insurance CompanyJan 2025 to Sep 2025
- Northwestern Mutual Wealth Management CompanyJan 2025 to Sep 2025
- UnemployedNov 2024 to Dec 2024
- Coworx Staffing ServicesJan 2022 to Nov 2024
- UnemployedDec 2021 to Jan 2022
- PaychexOct 2020 to Dec 2021
- UnemployedMay 2020 to Oct 2020
- Enterprise Rent A CarJun 2008 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8021791
- Firm CRD
- 104555