Kristen L Mooney
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCSep 2026 to now
- Fidelity InvestmentsJan 2022 to now
- Iatse Local 126Sep 2021 to Dec 2021
- UnemployedFeb 2020 to Aug 2021
- Spectrum Cable CompanyMar 2019 to Jan 2020
- Fort Worth Production ServicesJan 2019 to Mar 2019
- UnemployedAug 2018 to Dec 2018
- TopgolfMay 2017 to Jul 2018
- Fort Worth Production ServicesJan 2017 to May 2017
- Party City CorporationSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7774538
- Firm CRD
- 104555