Ryan Henry Karsen
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- United Parcel ServiceDec 2021 to Jan 2022
- The University of AlabamaAug 2021 to May 2022
- A&b Reliable Home ImprovementsJun 2021 to Aug 2021
- United Parcel ServiceJun 2021 to Aug 2021
- United Parcel ServiceNov 2020 to Dec 2020
- The University of AlabamaAug 2020 to May 2021
- Vanguard ConstructionJun 2020 to Aug 2020
- The University of AlabamaAug 2019 to May 2020
- Sunset Valley Golf CourseMay 2019 to Aug 2019
- The University of AlabamaAug 2018 to May 2019
- Sunset Valley Golf CourseJun 2018 to Aug 2018
- Depaul Catholic High SchoolSep 2017 to Jun 2018
- Sunset Valley Golf CourseJul 2017 to Sep 2017
- McdonaldsJun 2017 to Jul 2017
- Depaul Catholic High SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7587323
- Firm CRD
- 104555