Kristen Rieger
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Fidelity Brokerage Services LLCApr 2026 to now
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Bank of America, N.A.Oct 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jul 2024
- Re/max AllianceFeb 2022 to May 2022
- Landmark HomesJul 2021 to Jan 2022
- Re/max AllianceApr 2017 to Jul 2021
- Express EmploymentFeb 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 4946380
- Firm CRD
- 104555