Joiya Mitchell

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

• 09/2015 → Present
  Fidelity Brokerage Services Llc
  Berkeley, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  San Rafael, CA
  Larkspur, CA
  Sausalito, CA
• 2015-09-25 → 2018-07-13
  Strategic Advisers Llc
  Berkeley, CA
• 2013-10-30 → 2014-05-19
  Harrisdirect Llc
  Arlington, VA

Other Businesses

OBA-116310|OrgNmn:Marin City Health and Wellness Center|Org Addr:Sausalito,California,US|OBA Nature:Health Center for women in und|Invst Rel:N|Title:Board member|Duties:Meetings once a month, offer opinon on halthcare options for black women age 25-55 in the area and my demographic. |StrtDt:01-28-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-14
• S63 Uniform Securities Agent State Law Examination
  2006-10-12

Other Names

• Joiya Deanne Owens
• Joiya Deanne Mitchell