Kellee Nicole Neves
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered 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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Clearcover, IncNov 2021 to Jul 2022
- Db Franchising USA, LLCNov 2021 to Jun 2022
- Goosehead Insurance AgencyMar 2021 to Oct 2021
- Schultz & Kellar, PllcAug 2019 to Aug 2021
- EquinoxApr 2018 to Nov 2018
- StarbucksJan 2018 to Aug 2020
- Target CorporationDec 2017 to Feb 2018
- Texas Roadhouse, IncJul 2017 to Jan 2018
- ChipotleMay 2016 to Jul 2017
- StudentJul 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7606654
- Firm CRD
- 104555