Kevin Ma
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 InvestmentsMay 2024 to now
- Bank of America, N.A.Dec 2021 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to May 2024
- UnemployedMay 2021 to Jul 2021
- Bank of America CorporationJun 2020 to Aug 2020
- University of California, BerkeleyAug 2017 to May 2021
- Juma VenturesApr 2015 to Apr 2018
- Oakland Technical High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7260924
- Firm CRD
- 104555