Hudson Kugel
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 LLCOct 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Equitable Advisors, LLCNov 2023 to Aug 2024
- UnemployedSep 2023 to Nov 2023
- Best Western Premier Park HotelMar 2023 to Sep 2023
- UnemployedFeb 2023 to Mar 2023
- Cutler Financial Group, IncJun 2022 to Feb 2023
- LPL Financial LLCJun 2022 to Feb 2023
- GenteuriJun 2020 to Aug 2020
- Morey Airplane CompanyMay 2018 to Aug 2018
- University of Wisconsin-madisonAug 2017 to Jun 2022
- Pizza RanchJun 2017 to Aug 2017
- Oregon High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7558973
- Firm CRD
- 104555