Joseph Schmidt
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
- Hillsdale CollegeAug 2025 to Dec 2025
- Elite Energy DistributionMay 2025 to Aug 2025
- Hillsdale CollegeAug 2024 to May 2025
- Broan Nu-toneJun 2024 to Aug 2024
- Hillsdale CollegeAug 2023 to Jun 2024
- Blueline Cleaning ServicesMay 2023 to Aug 2023
- Hillsdale CollegeAug 2022 to May 2023
- Brookfield AcademyMay 2022 to Aug 2022
- Hillsdale CollegeAug 2021 to May 2022
- D&s TechnologiesMay 2021 to Aug 2021
- Brookfield AcademyAug 2020 to May 2021
- D&s TechnologiesMay 2020 to Aug 2020
- Brookfield AcademyAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8215797
- Firm CRD
- 104555