Kevin Triana
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.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- Bank of AmericaMar 2024 to Jan 2026
- VivintOct 2023 to Mar 2024
- Morgan StanleySep 2023 to Oct 2023
- E*trade Securities LLCMar 2023 to Sep 2023
- Mpwr RenewableFeb 2022 to Feb 2023
- Alder Holdings LLCJul 2020 to Feb 2022
- ClearlinkApr 2020 to Jul 2020
- Alliance CableJul 2019 to Mar 2020
- Vivint Smart HomeMar 2019 to Jun 2019
- Unemployed (religious Service Mission)Mar 2017 to Feb 2019
- UnemployedDec 2016 to Feb 2017
- Vivint Smart HomeJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7707347
- Firm CRD
- 104555