Kevin Michael Frisoli
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- City Street StrategiesJun 2021 to Aug 2021
- The Sunset Tiki BarJun 2020 to Aug 2021
- Door DashJun 2020 to Jun 2021
- Law Office of James TabnerJun 2019 to Aug 2019
- Energy North GroupDec 2018 to Jun 2020
- College of the Holy CrossAug 2018 to Jun 2022
- Littleton Parks and RecreationMay 2018 to Aug 2018
- Cocord's Colonial Inn RestaurantAug 2015 to Aug 2017
- Littleton High SchoolSep 2014 to Jun 2018
Designations
- CFP® certification
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 (NY, 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
- 7586344
- Firm CRD
- 104555