Kyle Douglas Bandy
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedOct 2025 to Dec 2025
- Adt Security ServicesJul 2025 to Sep 2025
- UnemployedFeb 2024 to Jun 2025
- Alpha Alt Fund ServicesJul 2022 to Jan 2024
- Bandellau Capital, LLCMar 2022 to Sep 2023
- Standish ManagementMay 2018 to Feb 2022
- Colorado State UniversityAug 2017 to May 2018
- UnemployedFeb 2017 to Jul 2017
- ScottradeJul 2015 to Jan 2017
- Colorado State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 6526729
- Firm CRD
- 104555