Keri Green
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 InvestmentsMay 2024 to now
- UnemployedMar 2023 to May 2024
- Fidelity InvestmentsJun 2021 to Mar 2023
- Sorin Blu AestheticsAug 2020 to Jun 2021
- Saint Leo UniversityMar 2020 to Aug 2020
- Aveda InstituteAug 2019 to Mar 2020
- UnemployedMar 2019 to Aug 2019
- The Arc of JacksonvilleJan 2018 to Mar 2019
- The Adecco GroupJul 2017 to Dec 2017
- Delta Global ServicesApr 2017 to Jul 2017
- Another Chance of AtlantaMay 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7401465
- Firm CRD
- 104555