Corey Kennedy
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.
- Fidelity Brokerage Services LLCMar 2026 to now
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Iceburg HousingJul 2021 to Dec 2021
- Connextion Property ManagementAug 2019 to Jul 2021
- Avantguard MonitoringApr 2018 to Aug 2019
- Clear InsightsApr 2018 to Apr 2018
- Costa VidaApr 2018 to Apr 2018
- Vivint Smart HomeJan 2018 to Apr 2018
- Brigham Young University - IdahoSep 2017 to Dec 2021
- Kevin Cook OrthodonticsFeb 2017 to Sep 2017
- Golds GymJan 2017 to Jan 2017
- The Church of Jesus Christ of Latter Day SaintsAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7605911
- Firm CRD
- 104555