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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

JOE HUSKINS

Advisor at STRATEGIC ADVISERS LLC

QUEEN CREEK, AZ | CHANDLER, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a0cf597-1ff1-5d7e-30a7-d7e7a0c3f7e0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 14, 2012
First registration: Apr 16, 2015
Dual registered: yes, broker-dealer
Other names: Joe Huskins|JOSEPH RYAN HUSKINS|JOE RYAN HUSKINS
IAPD individual key: 5839024

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	CHANDLER, AZ\|QUEEN CREEK, AZ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 17, 2021	Mar 31, 2025	no	CHANDLER, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 16, 2015	Aug 10, 2020	no	Phoenix, AZ\|Lone Tree, CO\|Newport Beach, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 10, 2020	Nov 17, 2021	464	Firm change after gap	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5393:288590:CA:2020-08-10	Aug 10, 2020	Nov 17, 2021	NEWPORT BEACH, CA	Firm change after gap

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 17, 2021 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 16, 2015 to Aug 10, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a0cf597-1ff1-5d7e-30a7-d7e7a0c3f7e0
First observed: Apr 16, 2015
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOE HUSKINS

Advisor at STRATEGIC ADVISERS LLC

QUEEN CREEK, AZ | CHANDLER, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a0cf597-1ff1-5d7e-30a7-d7e7a0c3f7e0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

n/a

yes

CHANDLER, AZ|QUEEN CREEK, AZ

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Nov 17, 2021

Mar 31, 2025

CHANDLER, AZ

Previous registration

CHARLES SCHWAB & CO., INC.

National bd RIA

Apr 16, 2015

Aug 10, 2020

Phoenix, AZ|Lone Tree, CO|Newport Beach, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

CHARLES SCHWAB & CO., INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Aug 10, 2020

Nov 17, 2021

464

Firm change after gap

Ibd to ibd

Team

Left

Joined

From

Kind

5393:288590:CA:2020-08-10

Aug 10, 2020

Nov 17, 2021

NEWPORT BEACH, CA

Firm change after gap