Joiya Mitchell
STRATEGIC ADVISERS | Assistant Branch Leader
SAUSALITO, CA
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CRD#: 5194139
Professional summary
Joiya Mitchell, who also goes by Joiya Deanne Mitchell, Joiya Deanne Owens, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sausalito, California and FIDELITY BROKERAGE SERVICES LLC located in Larkspur, California.
Joiya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Joiya has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9 and Series 10 exams.
Biography
I leverage my 18 years of experience in financial services to help clients take control of their individual financial outcomes through sound financial planning. I joined Fidelity in 2015 because of a shared belief in maintaining a high standard of ethics, integrity and accountability. Nothing is more rewarding to me than witnessing my clients' transition through life with a thoughtful financial plan for them and their loved ones, so they can work towards their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joiya Deanne Mitchell | Joiya Deanne Owens
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joiya Mitchell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Georgia Southern University
Bachelor of Business Administration - Finance
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 601 Larkspur Landing Circle, Larkspur, CA 94939RIA
CRD#: 104555
SAUSALITO, CA
Current
September 18, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 601 Larkspur Landing Circle, Larkspur, CA 94939BD
CRD#: 7784
Larkspur, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LARKSPUR, CA
Past
September 25, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BERKELEY, CA
Past
July 22, 2014 - October 24, 2014
SCOTTRADE, INC.
BD
CRD#: 8206
FREMONT, CA
Past
October 30, 2013 - May 19, 2014
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
September 7, 2006 - May 19, 2014
E*TRADE SECURITIES LLC
BD
CRD#: 29106
FARMINGTON, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/12/2023)
RR
California(9/18/2015)
IAR
California(3/31/2025)
RR
Connecticut(1/31/2025)
RR
Florida(3/4/2024)
RR
Hawaii(11/22/2023)
RR
Idaho(1/13/2025)
RR
Maryland(3/6/2024)
RR
Massachusetts(12/5/2023)
RR
Michigan(9/27/2023)
RR
Minnesota(4/22/2024)
RR
Nevada(1/26/2024)
RR
New Jersey(3/4/2024)
RR
New York(11/1/2024)
RR
North Carolina(12/5/2023)
RR
Tennessee(9/4/2024)
RR
Texas(8/1/2018)
IAR
Texas(3/31/2025)
RR
Washington(9/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Assistant Branch LeaderCRD#: 104555Sausalito, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
