Joseph Charles Dunagan

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

• 11/2018 → 07/2019
  Piedmont Newton Hospital
  Covington, GA
• 07/2019 → 10/2020
  Atlanta Spine
  Conyers, GA
• 05/2022 → 02/2023
  Unemployed
  Dallas, GA
• 07/2024 → 09/2024
  Unemployed
  Dallas, GA
• 01/2014 → 11/2018
  Piedmont Newton Hospital
  Covington, GA
• 11/2020 → 05/2022
  Defunct
  Atlanta, GA
• 09/2024 → Present
  Fidelity Investments
  Dunwoody, GA
• 02/2023 → 07/2024
  Fricke & Associates, Llc
  Peachtree Corners, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dallas, GA
  Dunwoody, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-23

Other Names

• Joseph C Dunagan
• Joseph Charles Dunagan
• Joseph C Dunagan