Joseph StonelakeCRD Number: 3023308
Current Firm: Strategic Advisers, Inc.
Joseph Stonelake (CRD# 3023308) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry.
Lpl Financial LLC
Treasure Coast Financial Planning, Inc.
Nfp Advisor Services, LLC
|Fidelity Investments||Boca Raton, FL||Apr 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY