Joseph Mcgrath
Investment adviser representative at Strategic Advisers LLC
23 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
23 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Sierra ProduceMar 2025 to Jan 2026
- Self-employedDec 2024 to Mar 2025
- Iatse Local 504Nov 2023 to Nov 2023
- Xcel Baseball and SoftballJul 2021 to Dec 2024
- Tom Hicks Baseball Camps LLCJul 2021 to Jul 2021
- UnemployedAug 2003 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8215835
- Firm CRD
- 104555