Joshua Dannemiller

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

• 01/2017 → 08/2018
  Huntington National Bank
  Columbus, OH
• 08/2014 → 01/2017
  Chase Bank
  Columbus, OH
• 12/2009 → 12/2017
  Columbus State Community College
  Columbus, OH
• 10/2017 → 08/2018
  The Huntington Investment Company
  Columbus, OH
• 08/2018 → 01/2020
  The Huntington Investment Company
  Columbus, OH
• 01/2020 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 01/2020 → 06/2022
  Bank Of America N.A.
  Columbus, OH
• 06/2022 → Present
  Fidelity Investments
  Columbus, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Columbus, OH
• 2020-02-20 → 2022-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  New York, NY
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Marietta, GA
  Philadelphia, PA
  Westerville, OH
  Columbus, OH
  Columbus, OH
• 2019-12-17 → 2020-01-21
  The Huntington Investment Company
  Columbus, OH
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-16
• S63 Uniform Securities Agent State Law Examination
  2018-03-19

Other Names

• Joshua Scott Dannemiller
• Josh Scott Dannemiller