Katelyn Galante
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Katelyn Galante? Claim your profile
Contact this firm
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 InvestmentsNov 2024 to now
- MML Investors Services, LLCApr 2023 to Nov 2024
- Massmutual Life Insurance CompanyDec 2022 to Nov 2024
- Legit ShipMar 2020 to Jun 2024
- UnemployedSep 2019 to Mar 2020
- Anderson Valley BrewingMay 2019 to Sep 2019
- UnemployedJan 2019 to May 2019
- Henry's OriginalJul 2018 to Jan 2019
- Willits Unified School DistrictJan 2017 to Jun 2018
- Home MakerSep 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
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
- 7718062
- Firm CRD
- 104555