Joshua Allen Lai
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedAug 2025 to Mar 2026
- At&tApr 2025 to Aug 2025
- UnemployedFeb 2025 to Apr 2025
- Sap AribaFeb 2022 to Feb 2025
- UnemployedApr 2021 to Feb 2022
- SheetzMay 2018 to Aug 2018
- Fuku TeaApr 2018 to Apr 2021
- PittAug 2017 to Aug 2021
- Waterworks CinemaMar 2015 to Aug 2017
- FcahsJul 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 8238517
- Firm CRD
- 104555