Kurtis B Jolicoeur
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2020 to now
- Mutual of Omaha Investor ServicesSep 2019 to Aug 2020
- Mutual of Omaha Insurance CompanyAug 2019 to Aug 2020
- Messina's Carpet and FlooringMay 2019 to Aug 2019
- Western New England UniversityAug 2018 to May 2019
- Uts of MassachusettsMay 2018 to Aug 2018
- Western New England UniversityAug 2017 to May 2018
- Kendall Pond PizzaMay 2017 to Aug 2017
- Western New England UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7180759
- Firm CRD
- 104555