Kenneth Calvird
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
ChFC®Designation
$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.
- Fidelity Brokerage Services LLCJun 2026 to now
- Strategic Advisers, LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Ameriprise Financial Services, LLCOct 2018 to Jul 2024
- Verizon WirelessAug 2016 to Oct 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
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
- 7037470
- Firm CRD
- 104555