Kenyon Terrance Tadlock
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Equitable Advisors, LLCApr 2024 to Nov 2025
- Four Points Hotel/marriottMar 2024 to Nov 2025
- Pfs Investments Inc.Aug 2023 to Dec 2023
- Primerica Financial ServicesAug 2023 to Dec 2023
- MarriottFeb 2023 to Feb 2024
- UnemployedDec 2022 to Feb 2023
- JP Morgan ChaseJul 2022 to Nov 2022
- Hancock WhitneyDec 2021 to Jul 2022
- Woodforest National BankJul 2021 to Dec 2021
- Planet FitnessSep 2020 to Jul 2021
- Smoothie KingSep 2020 to Nov 2020
- U-haulMay 2020 to Sep 2020
- UnemployedSep 2019 to Apr 2020
- Womens' HospitalMay 2019 to Aug 2019
- LsuAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7542663
- Firm CRD
- 104555