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Zahna Kindred

Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2017 to now
  3. Texas Christian UniversityFeb 2017 to May 2017
  4. Overseas Basketball Romanian LeaugeAug 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (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
6822386
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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