Kovid Tallam
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- UnemployedJun 2022 to Apr 2023
- Santa Clara UniversityOct 2021 to Jun 2022
- Hillstone Restaurant Group, Los Altos GrillJun 2021 to Sep 2021
- Go PaladinJan 2021 to Jun 2021
- Santa Clara UniversityMay 2020 to Dec 2020
- Santa Clara UniversitySep 2019 to Apr 2020
- SuperdryJun 2019 to Sep 2019
- Santa Clara UniversitySep 2018 to Jun 2019
- Doordash Inc.Jun 2018 to Sep 2018
- Saint Francis High SchoolSep 2017 to May 2018
- University of California, Santa Cruz, Science Internship ProgramMay 2017 to Aug 2017
- Montessori School of FremontJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7726278
- Firm CRD
- 104555