Joseph David Labs

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

• 05/2019 → 08/2020
  Equitable Advisors, Llc
  Milwaukee, WI
• 07/2020 → 05/2022
  Target
  Orlando, FL
• 01/2020 → 03/2020
  Walt Disney World Company
  Lake Buena Vista, FL
• 01/2019 → 05/2020
  University Of Wisconsin-Whitewater
  Whitewater, WI
• 05/2019 → 08/2019
  Office Of Rodger Premeau
  Milwaukee, WI
• 12/2017 → 03/2020
  Little Switzerland
  Slinger, WI
• 12/2017 → 08/2018
  Country Springs Hotel
  Pewaukee, WI
• 08/2016 → 12/2019
  University Of Wisconsin-Whitewater
  Whitewater, WI
• 06/2022 → 07/2022
  Massmutual Life Insurance Co.
  Orlando, FL
• 06/2022 → 07/2022
  Mml Investors Services
  Orlando, FL
• 07/2021 → 05/2022
  Equitable Advisors, Llc.
  Milwaukee, WI
• 09/2022 → Present
  Fidelity Investments
  Orlando, FL
• 03/2020 → 08/2022
  Shipt
  Waukesha, WI
• 06/2022 → 07/2022
  Weiser Financial
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Kissimmee, FL
• 2022-06-10 → 2022-07-25
  Mml Investors Services, Llc
  Orlando, FL
• 2022-03-22 → 2022-06-21
  Equitable Advisors, Llc
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-18
• S63 Uniform Securities Agent State Law Examination
  2021-11-05

Other Names

• Joe Labs