Joy Alexi Steinmetz
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedDec 2025 to Jan 2026
- University of CincinnatiJul 2025 to Dec 2025
- Southwest Ohio Developmental CenterMar 2025 to Jul 2025
- Kroger PharmacyApr 2024 to Mar 2025
- University of CincinnatiJun 2023 to Apr 2024
- I9 SportsApr 2023 to Jun 2023
- West Clermont High SchoolSep 2022 to Apr 2023
- Cedar Fair Soak CityJun 2021 to Sep 2022
- West Clermont High SchoolAug 2019 to Jun 2021
- West Clermont Middle SchoolAug 2018 to Aug 2019
- Ohio Virtual AcademyJan 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8215565
- Firm CRD
- 104555