Tejas Kiel Bartakke
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
10 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsAug 2026 to now
- Integrated Wealth Concepts, LLCJan 2021 to Aug 2026
- LPL Financial LLCJan 2021 to Aug 2026
- Bank of America, N.A.Jul 2016 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6340283
- Firm CRD
- 104555