Katharina Mckenzie Snyder
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJun 2023 to now
- State FarmApr 2023 to Jun 2023
- UnemployedFeb 2023 to Apr 2023
- Northwestern MutualJun 2022 to Feb 2023
- Regions BankApr 2019 to Jun 2022
- AdtMar 2019 to Apr 2019
- UnemployedOct 2018 to Mar 2019
- TnbankJan 2018 to Oct 2018
- US BankJul 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7566748
- Firm CRD
- 104555