Joseph Mccranie

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

• 04/2017 → 01/2019
  M&M Berries
  Nashville, GA
• 05/2019 → 08/2020
  Ameris Bank Corp.
  Valdosta, GA
• 10/2020 → Present
  Fidelity Investments
  Jacksonville, FL
• 08/2014 → 12/2018
  Valdosta State University
  Valdosta, GA
• 02/2019 → 04/2019
  Unemployed
  Nashville, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2022-06-15
• S63 Uniform Securities Agent State Law Examination
  2021-03-08

Other Names

• Joseph Perry Mccranie