Kelsey Taylor Barton
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 LLCMay 2025 to now
- Fidelity InvestmentsOct 2020 to now
- 360 IntelJul 2019 to Jun 2020
- Southern New Hampshire UniversityOct 2018 to Oct 2020
- Spectrum Marketing CompaniesJun 2018 to Oct 2018
- Hop + GrindNov 2017 to May 2018
- University of New HampshireAug 2016 to May 2018
- The Big CatchJun 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7309390
- Firm CRD
- 104555