Lauren Reise Keenan
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Morgan Stanley Private Bank, N.AAug 2021 to Aug 2022
- Morgan StanleySep 2020 to Aug 2022
- Besos Kitchen and CocktailsJun 2020 to Sep 2020
- SartoJan 2020 to May 2020
- Rhode Island Department of EducationDec 2019 to Aug 2020
- Providence CollegeAug 2016 to Jun 2020
- Finns HarborsideJun 2016 to Aug 2019
- Allies DonutsJan 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7214740
- Firm CRD
- 104555