Kevin Wesley Hough
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 LLCMay 2025 to now
- Fidelity InvestmentsApr 2025 to now
- TIAAJan 2018 to Mar 2025
- TIAA-CREF Individual & Institutional Services, LLCJan 2018 to Mar 2025
- UnemployedAug 2017 to Dec 2017
- Edward JonesApr 2017 to Jul 2017
- UnemployedJan 2017 to Mar 2017
- Mutual of America Life Insurance CompanyNov 2012 to Dec 2016
- Mutual of America Securities CorporationNov 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5253415
- Firm CRD
- 104555