Joel Atallah

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

• 02/2023 → 06/2023
  Equitable Advisors, Llc
  Troy, MI
• 01/2023 → 02/2023
  Unemployed
  Ferndale, MI
• 08/2021 → 12/2022
  Care Counseling, Llc
  Livonia, MI
• 09/2021 → 12/2022
  Wayne State University
  Detroit, MI
• 08/2018 → 04/2022
  Bodman Plc
  Detroit, MI
• 06/2018 → 08/2018
  Domino'S Pizza
  Plymouth, MI
• 11/2017 → 06/2018
  Garan Lucow Miller, Pc
  Detroit, MI
• 08/2017 → 09/2018
  Dressell Inventory Co Inc
  Redford Charter Twp, MI
• 05/2017 → 08/2017
  Two Men And A Truck
  Farmington Hills, MI
• 08/2016 → 05/2017
  Heny Ford College
  Dearborn, MI
• 08/2016 → 12/2018
  University Of Michigan - Dearborn
  Dearborn, MI
• 05/2016 → 05/2017
  Busch'S Fresh Food Market
  Livonia, MI
• 06/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ferndale, MI
• 2023-05-04 → 2023-06-05
  Equitable Advisors, Llc
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03

Other Names

• Joel Abraham Atallah