Kevin King
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 LLCNov 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Heartland Payment SystemsJun 2022 to Nov 2022
- TopgolfApr 2022 to Jun 2022
- Farmers InsuranceJun 2021 to Apr 2022
- Northwestern MutualJan 2021 to Jun 2021
- BancfirstMar 2020 to Nov 2020
- University of OklahomaAug 2019 to Mar 2020
- Reynolds FordMay 2019 to Aug 2019
- University of OklahomaAug 2018 to May 2019
- PregisMay 2018 to Aug 2018
- University of OklahomaJul 2017 to May 2018
- Promenade MallFeb 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7318339
- Firm CRD
- 104555