Kimberly Vanessa Kaiman
Investment adviser representative at Strategic Advisers LLC
20 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Alamo Ace Hardware (three Valley Investments)Sep 2020 to Mar 2024
- Baystreet ResearchSep 2020 to Nov 2020
- UnemployedJun 2019 to Sep 2020
- Whole Foods MarketJan 2018 to Jun 2019
- Whole Foods MarketApr 2017 to Dec 2017
- UnemployedDec 2015 to Apr 2017
- Linsco Private LedgerDec 2006 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4366097
- Firm CRD
- 104555