Kathy Dinh
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 LLCMay 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityFeb 2023 to now
- GeicoJun 2022 to Jan 2023
- Carriage InnNov 2020 to Nov 2021
- Hilton - University of HoustonAug 2019 to Jan 2021
- StarbucksNov 2017 to Jan 2018
- North Shore PokeFeb 2017 to May 2017
- University of HoustonAug 2016 to May 2022
- ShareteaJan 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7697990
- Firm CRD
- 104555