Kristofer Maher
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 InvestmentsSep 2021 to now
- Pioneer SandApr 2021 to Sep 2021
- UnemployedDec 2020 to Apr 2021
- People 2.0 (recruiting Agency) - Western Stone and MetalOct 2020 to Dec 2020
- Robert C McdanielAug 2020 to Oct 2020
- Avid 4 AdventureMay 2020 to Aug 2020
- People 2.0 (recruiting Agency) - TransunionApr 2020 to May 2020
- Lifetime FitnessOct 2019 to Dec 2019
- Bacon Social HouseMay 2019 to Jul 2019
- Avid 4 AdventureMay 2018 to Aug 2018
- Sushi DenJul 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7443226
- Firm CRD
- 104555