Kelsey Lewis
Investment adviser representative at Strategic Advisers LLC
6 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
6 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsApr 2022 to now
- CamblyJun 2022 to Sep 2022
- Massage EnvyFeb 2022 to Apr 2022
- UnemployedSep 2021 to Feb 2022
- Massage EnvyJun 2021 to Sep 2021
- UnemployedAug 2020 to Jun 2021
- Hunter DouglasAug 2019 to Apr 2020
- DoordashApr 2018 to Aug 2019
- Particle Measuring SystemsOct 2017 to Aug 2020
- My Favorite MuffinJun 2017 to Oct 2017
- LyftSep 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7709441
- Firm CRD
- 104555