Kristie Lyn Remington
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Wells Fargo Clearing Services, LLCJun 2018 to Jul 2021
- UnemployedFeb 2018 to Jun 2018
- J.P. Morgan Securities LLCDec 2017 to Jan 2018
- JP Morgan Chase BankDec 2017 to Jan 2018
- Morgan StanleyNov 2017 to Nov 2017
- UnemployedJul 2017 to Nov 2017
- Tdameritrade Investment ManagementAug 2014 to Jul 2017
- TD Ameritrade, IncJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 5463617
- Firm CRD
- 104555