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Dakotah Hutkin

Investment adviser representative at Strategic Advisers LLC
16 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

16 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsSep 2022 to now
  3. UberJul 2022 to Aug 2022
  4. Civic Financial - Northwestern MutualJan 2019 to Apr 2021
  5. Brighton BodegaJan 2019 to Mar 2019
  6. Northwestern Mutual Wealth Management CompanyNov 2018 to Dec 2018
  7. Northwestern Mutual Investment Services LLCJun 2018 to Jan 2019
  8. Northwestern Mutual Life Insurance CompanyMay 2018 to Dec 2018
  9. Last Stop Sports BarJan 2018 to Apr 2018
  10. Bexr LogistixJun 2017 to Jul 2017
  11. Vermont Army National GuardFeb 2015 to Sep 2022
  12. Burlington Country ClubJun 2014 to Jul 2022
  13. University of VermontJan 2014 to May 2018
  14. MaxwellsJun 2010 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
6938635
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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