Herbert David Kolenda
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Ridgebrooke Capital Management LLCJan 2023 to Jun 2024
- Angel Peak StudiosAug 2021 to Oct 2022
- TD AmeritradeMar 2020 to Oct 2021
- US Army ReserveDec 2019 to May 2024
- AmazonNov 2019 to Mar 2020
- UpsNov 2018 to Jun 2020
- Delta Force PiJul 2018 to Nov 2019
- Fidelity InvestmentsJul 2017 to Jul 2018
- Express EmploymentOct 2016 to Jul 2017
- Fine DesignsSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7240379
- Firm CRD
- 104555