Karen Aleece Call
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJul 2023 to now
- The Massage BarreNov 2020 to May 2021
- Massage Therapy With KarenOct 2020 to May 2023
- Canyon Gate Massage Therapy and WellnessAug 2020 to Jun 2021
- Salt Lake City Healing MountainJul 2019 to Sep 2020
- Healing Mountain Massage SchoolJul 2019 to Aug 2020
- UberMay 2019 to Jul 2020
- Streamline ManufacturingAug 2017 to Apr 2019
- Seven PeaksApr 2017 to Aug 2017
- ByuSep 2016 to May 2017
- Brigham Young UniversityAug 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7787933
- Firm CRD
- 104555