Catherine Kight
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Catherine Kight? 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Canaccord GenuityJul 2023 to Jul 2024
- UnemployedMay 2023 to Jul 2023
- University of GeorgiaAug 2022 to May 2023
- Canaccord GenuityMay 2022 to Aug 2022
- University of GeorgiaAug 2021 to May 2022
- Stone Oak Country ClubMay 2021 to Jul 2021
- University of GeorgiaAug 2020 to May 2021
- Stone Oak Country ClubMay 2020 to Jul 2020
- University of GeorgiaAug 2019 to May 2020
- Stone Oak Country ClubMay 2019 to Aug 2019
- ST. Ursula Academy High SchoolAug 2018 to May 2019
- Stone Oak Country ClubMay 2018 to Sep 2018
- ST. Ursula Academy High SchoolAug 2017 to May 2018
- Stone Oak Country ClubMay 2017 to Sep 2017
- ST. Ursula Academy High SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7781965
- Firm CRD
- 104555