Joseph Cuti
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 LLCAug 2025 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedApr 2024 to Jan 2025
- AmazonJan 2024 to Mar 2024
- UnemployedSep 2023 to Jan 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- UnemployedJan 2023 to Jun 2023
- Jack Cafe Westwood NjOct 2021 to Dec 2022
- Alpine Country ClubAug 2021 to Sep 2021
- Anita TireJun 2021 to Jul 2021
- Fresh MarketSep 2020 to May 2021
- UnemployedSep 2017 to Sep 2020
- Blue Rill Day CampJun 2017 to Aug 2017
- UnemployedSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 8034692
- Firm CRD
- 104555