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Ciarra Nichol Krist

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsMay 2022 to now
  3. University of IowaAug 2019 to May 2022
  4. Casey County Marching RebelsJul 2019 to Jul 2021
  5. Apple IncMay 2018 to Aug 2019
  6. Indiana University TelefundSep 2017 to Apr 2018
  7. Indiana UniversityAug 2017 to May 2019
  8. Ark EncounterJun 2016 to Aug 2019
  9. GeicoMay 2014 to Dec 2016
  10. Eastern Kentucky UniversityAug 2012 to May 2017
  11. Self EmployedJul 2012 to May 2022

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
7564535
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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