Kayla Bailey
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- W&s BrokerageSep 2023 to Nov 2023
- Western and Southern LifeAug 2023 to Nov 2023
- Kenny FlowersJul 2023 to Aug 2023
- UnemployedJun 2023 to Jul 2023
- Halliday FinancialSep 2022 to Dec 2022
- UnemployedAug 2022 to Sep 2022
- The Full Moon Bar and GrillJul 2022 to Jun 2023
- Ameriprise FinancialSep 2021 to Feb 2022
- Hudson Falls Primary SchoolSep 2020 to Feb 2021
- The Boardwalk Restaurant and MarinaJun 2020 to Aug 2022
- UnemployedFeb 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7462397
- Firm CRD
- 104555