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Grant Kettering

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.

  1. Strategic Advisers LLCSep 2025 to now
  2. Fidelity InvestmentsJan 2023 to now
  3. Ameriprise Financial Services, LLCAug 2021 to Nov 2022
  4. Uber EatsMay 2020 to Jul 2021
  5. Marco's PizzaJun 2019 to Feb 2020
  6. Graduation Day FlowersMay 2019 to Jun 2019
  7. University of Central FloridaAug 2018 to May 2022
  8. Palencia Tennis CenterJul 2017 to Aug 2018
  9. Tommy HilfigerAug 2016 to Jul 2017
  10. Nease High SchoolAug 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

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
7427345
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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