Kelly Hotovec
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCOct 2021 to now
- Northwestern Mutual Wealth Management CompanyJul 2020 to Oct 2021
- Northwestern Mutual Investment Services LLCSep 2019 to Oct 2021
- Noah ParrisJan 2019 to Oct 2021
- Justin NelsonJan 2019 to Sep 2019
- Matt LonganJan 2019 to Sep 2019
- UnemployedMay 2018 to Jan 2019
- Ou Tulsa College of Arts and SciencesOct 2017 to May 2018
- At HomeMar 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 5235991
- Firm CRD
- 104555