Joshua Dannemiller
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Dannemiller is an investment adviser representative with Strategic Advisers LLC in Columbus, OH, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 48
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
- Broker:
15 states and territories
Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Huntington National BankJan 2017 – Aug 2018Columbus, OH
- Chase BankAug 2014 – Jan 2017Columbus, OH
- Columbus State Community CollegeDec 2009 – Dec 2017Columbus, OH
- The Huntington Investment CompanyOct 2017 – Aug 2018Columbus, OH
- THE Huntington Investment CompanyAug 2018 – Jan 2020Columbus, OH
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 – Jun 2022Columbus, OH
- Bank of America N.A.Jan 2020 – Jun 2022Columbus, OH
- Fidelity InvestmentsJun 2022 – no end date reportedColumbus, OH
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Dannemiller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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