Joseph Stelly, financial advisor Webster TX
90 score

Joseph Stelly

CRD Number: 6024066
Current Firm: Strategic Advisers, Inc.

Joseph Stelly (CRD# 6024066) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Webster, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Webster, TX Jan 2012 - Current 4
Associated Credit Union Of Texas League City, TX Dec 2011 - Jan 2012 < 1
Harris County Federal Credit Union Houston, TX Sep 2009 - Dec 2011 2
Community Resource Credit Union Baytown, TX Jun 2007 - Sep 2009 2
Barbers Hill Bank Mont Belvieu, TX Jul 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Joseph A. Stelly
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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