Kathryn Colleen Slaughter
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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 LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- UnemployedMay 2021 to Jul 2021
- Purdue GlobalNov 2020 to Mar 2021
- Red Feather KitchenAug 2020 to May 2021
- UnemployedMar 2020 to Aug 2020
- Red Feather KitchenApr 2019 to Mar 2020
- Front Street CafeApr 2019 to Apr 2019
- Greenacres FoundationMay 2017 to Feb 2019
- Ciincinnati State Technical CollegeNov 2016 to May 2017
- Cincinnati State Technical CollegeAug 2016 to Aug 2017
- Red Feather KitchenSep 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7413792
- Firm CRD
- 104555