Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
28yrs
Joy Brown
Financial advisor at Strategic Advisers
Joy Brown is a fiduciary financial advisor in Palm Beach Gardens, Florida, with 28 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, Joy joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 5% by experience at Strategic Advisers
Office3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
Contact Joy
(617) 563-7000Firm headquarters in Boston, MA. Ask for Joy. 3501 Pga Boulevard Grand Bank Center Suite 100Palm Beach Gardens, FL 33410Office · Get directions
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Questions to ask Joy
Tailored to Joy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joy
How do I contact Joy?
Call Strategic Advisers at (617) 563-7000 and ask for Joy Brown. Joy works from the Palm Beach Gardens, FL office.
How long has Joy been a financial advisor?
Joy has been in the industry since 1998, about 28 years. Top 5% by experience at Strategic Advisers.
What licenses does Joy hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Joy a fiduciary?
Joy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joy paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Joy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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