Kyle Biggs
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Total Quality LogisticsAug 2022 to Nov 2022
- Empire Contractors LLCApr 2021 to Aug 2021
- Telluride Ski & GolfNov 2020 to Feb 2021
- Target CorporationSep 2019 to Nov 2020
- Access Homecare and TransportationAug 2019 to Feb 2023
- Door DashAug 2019 to Jul 2020
- University of CincinnatiAug 2018 to Aug 2022
- Soft Touch CarwashMar 2017 to Jul 2018
- Centerville HighschoolAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7703801
- Firm CRD
- 104555