Kelsey Barden Kokeny
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kelsey Barden Kokeny? Claim your profile
Contact this firm
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.
- Strategic Advisers LLCSep 2025 to now
- Fidelity Brokerage Services LLCApr 2019 to now
- Ponte Vedra Inn and Club/gate HospitalityNov 2018 to Apr 2019
- Veteran's United Craft BreweryAug 2018 to Nov 2018
- Mellow MushroomApr 2018 to Aug 2018
- ChipolteFeb 2018 to Mar 2018
- UnemployeedSep 2017 to Jan 2018
- Bridgestone Retail Operations/firestone Complete Auto CareJan 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7098706
- Firm CRD
- 104555