Kai E Knudsen
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Northwestern Mutual Life Insurance CompanyJun 2022 to Jun 2022
- University of Rhode IslandJan 2022 to May 2022
- Baystate DeliveryNov 2021 to Mar 2022
- State of Rhode Island Dem Parks and RecApr 2020 to Nov 2021
- Pezza FarmMay 2018 to Dec 2019
- University of Rhode IslandSep 2017 to May 2021
- UnemployedJun 2017 to Sep 2017
- Dino's Park n ShopApr 2016 to Mar 2017
- Ponaganset High SchoolAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7534146
- Firm CRD
- 104555