Joy Wicker

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 07/2017
  Property Owner
  Noblesville, IN
• 06/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Fayetteville, NC
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  Fayetteville, NC
• 07/2021 → 10/2021
  Lpl Financial, Llc
  San Diego, CA
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Braunfels, TX
  Salt Lake City, UT
• 2021-07-16 → 2021-10-19
  Lpl Financial Llc
  San Diego, CA
• 2015-07-07 → 2021-07-09
  Wells Fargo Clearing Services, Llc
  Fayetteville, NC
  San Antonio, TX
• 2013-12-16 → 2015-03-23
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 2012-11-06 → 2013-12-05
  Charles Schwab & Co., Inc.
  Colorado Springs, CO
• 2011-11-01 → 2012-10-02
  Wells Fargo Clearing Services, Llc
  Austin, TX
  New Braunfels, TX
• 2010-02-16 → 2011-11-09
  Morgan Stanley
  San Antonio, TX
• 2005-02-18 → 2009-06-01
  Charles Schwab & Co., Inc.
  Fishers (Indianapolis), IN
  Fishers (Indianapolis), IN

Exams

• S66 Uniform Combined State Law Examination
  2004-10-29
• S63 Uniform Securities Agent State Law Examination
  2000-08-03

Other Names

• Joy Lynn Cadle
• Joy Lynn Wicker