Kaitlyn Elizabeth Meiss
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity Brokerage Services LLCMar 2020 to now
- Bridgeway ChurchDec 2019 to Mar 2020
- Maestro Music InstituteAug 2019 to Mar 2020
- Peaksware LLCAug 2018 to Mar 2020
- LyftMar 2018 to Oct 2018
- Chipotle Mexican GrillApr 2017 to Mar 2019
- New Promise Christian ChurchMay 2016 to May 2019
- Arizona School for the ArtsSep 2015 to Jun 2017
- Phoenix TheatreSep 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7240224
- Firm CRD
- 104555