Joshua R. Spackman
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Joshua R. Spackman? Claim your profile
Contact this firm
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 LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Alter DomusJun 2025 to Dec 2025
- Angel AdvocatesAug 2024 to Jun 2025
- Ashby Management GroupApr 2024 to Aug 2024
- Provo Missionary Training CenterApr 2023 to Apr 2024
- Brigham Young UniversityJan 2022 to Dec 2025
- Wells FargoNov 2021 to Apr 2023
- UnemployedJun 2019 to Nov 2021
- Huhot Mongolian GrillApr 2017 to Jun 2019
- UnemployedJan 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8215524
- Firm CRD
- 104555