Kolby Nield
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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.
- Fidelity Brokerage Services LLCMar 2026 to now
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Mountain America Credit UnionMar 2020 to Sep 2021
- Uvu Money Management Resource CenterAug 2019 to May 2020
- Evolution Community ManagementFeb 2019 to Mar 2020
- Hansen RenovationsJun 2018 to Feb 2019
- Squeeze Media GroupMay 2018 to Jun 2018
- Utah Valley UniversityJan 2018 to May 2021
- Roberts DevelopmentJan 2018 to Mar 2020
- Vivint IncJul 2017 to May 2018
- Church of Jesus Christ of Latter-day SaintsJun 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7241925
- Firm CRD
- 104555