Priya Kessler
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to Sep 2022
- Gap Inc.Mar 2021 to Aug 2021
- Charles Schwab & Co., Inc.Jun 2020 to Aug 2020
- Ohana SoftwareMay 2019 to Aug 2019
- Hanover CollegeJan 2018 to May 2021
- StudentAug 2017 to May 2021
- StudentSep 2015 to May 2017
- Houston Museum of Natural ScienceJun 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7400993
- Firm CRD
- 104555