Ai Kim Mendoza
Investment adviser representative at Strategic Advisers LLC
17 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCDec 2022 to now
- UnemployedMar 2022 to Nov 2022
- J.P. Morgan Securities LLCApr 2019 to Feb 2022
- JPMorgan Chase Bank, N.A.Apr 2019 to Feb 2022
- UnemployedMar 2019 to Mar 2019
- Bank of AmericaFeb 2018 to Feb 2019
- UnemployedAug 2017 to Jan 2018
- J.P. Morgan Securities LLCOct 2012 to Jul 2017
- JPMorgan Chase Bank, NASep 2009 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5718852
- Firm CRD
- 104555