Joshua De sousa
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 LLCSep 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Realty One Group InnovationMar 2025 to Jul 2025
- Exp RealtyNov 2024 to Mar 2025
- Lokation RealtySep 2024 to Jul 2025
- Keller Williams Eagle RealtyDec 2023 to Aug 2024
- Certified Solar AdvisorsDec 2022 to Dec 2023
- Duoflo Energy, LLCJan 2022 to Dec 2022
- Direct Solar SalesJan 2021 to Dec 2021
- UnemployedMar 2020 to Dec 2020
- Vj MoldsJan 2015 to Dec 2019
- Gth, LLCJun 2014 to Mar 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 2 states (MA, 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
- 8152264
- Firm CRD
- 104555