Joseph Bianchi
Advisor at Stride Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stride Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stride Investments, LLC
Location
Chicago, IL 60614
Credentials
Series 65
Industry experience
4 years
Joseph Bianchi is a financial advisor at Stride Investments, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at DePaul University, Triton College, and the Village of Rosemont. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans, emphasizing purpose-based investing and retirement-income planning through proprietary tools and regular portfolio reviews. The firm manages assets directly and may appoint sub-advisers, coordinating non-investment services through its affiliated insurance and planning business.
Based on Stride Investments, LLC
Based on Stride Investments, LLC
$2,500 one-time fee for Strategic Tax Planning Consultation (waived if engaged for asset management); $1,750 or $1,000 depending on client circumstances for Estate Planning Coordination, with $1,000 per amendment fee for future revisions (waivable)
$0+: Up to 0.90% annually for asset management without sub-advisors $0+: Up to 0.90% annually for discretionary asset management with sub-advisors (Sound Income Strategies, LLC and Polaris Greystone Financial Group, LLC)
1925 N Clybourn Ave, Suite 301
Chicago, IL 60614
Illinois · Texas
STRIDE Investment, LLC
2025 - Present (1 year)
STRIDE Financial, LLC
2025 - Present (1 year)
Fisher Investments
2021 - 2025 (4 years)
Fisher Investments
2019 - 2021 (2 years)
DePaul University
2017 - 2019 (2 years)
Triton College
2015 - 2017 (2 years)
Village of Rosemont
2013 - 2019 (6 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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