Kathryn Gordon
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 LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Bank of America, N.A.Aug 2021 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Oct 2021
- Hornor Townsend & Kent IncFeb 2018 to Jun 2020
- Aspirewealth PlannersJul 2017 to Jun 2020
- Penn Mutual Life InsuranceJul 2017 to Jun 2020
- The Muse CoffeeMar 2017 to Jun 2017
- Buffalo Wild WingsAug 2016 to Mar 2017
- Atlantic Coast DiningAug 2016 to Dec 2016
- Liberty UniversitySep 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6659801
- Firm CRD
- 104555