Kyle Mather
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Lionheart AdvisorsJan 2022 to Jul 2022
- Nelson Hoke MechanicalJun 2021 to Jan 2022
- PepsicoApr 2021 to Jun 2021
- Defense Logistics AgencyDec 2019 to Apr 2021
- Department of Public SafetyJul 2019 to Dec 2019
- Dayton Correctional InstitutionFeb 2018 to Jul 2019
- Sinclair Community CollegeJan 2018 to Dec 2019
- London Correctional InstitutionJun 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7609221
- Firm CRD
- 104555