Kristen Kessler
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2020 to now
- UnemploymentMar 2020 to Jun 2020
- No Name SaloonJan 2020 to Mar 2020
- London BelleAug 2019 to Jan 2020
- Talisker Country ClubJun 2019 to Dec 2019
- Level CrossingFeb 2019 to Jun 2019
- RedbullOct 2018 to Feb 2019
- Miller Law FirmJan 2018 to Oct 2018
- Nanny ServicesJul 2017 to Jan 2018
- SchoolNov 2016 to Jul 2017
- Roots CanadaJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7265809
- Firm CRD
- 104555