Kane Dixon
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 InvestmentsJul 2024 to now
- Edward JonesAug 2023 to May 2024
- Kgd Enterprises LLCJan 2023 to May 2023
- Blue Alliance ItAug 2022 to Aug 2023
- Paesanos Pasta HouseMay 2022 to May 2023
- Patterson's CafeAug 2021 to Aug 2022
- UnemployedJun 2021 to Aug 2021
- Scioto Valley School DistrictAug 2020 to Jun 2021
- UnemployedAug 2018 to Aug 2020
- Guillion EnterpricesJun 2018 to Aug 2018
- UnemployedAug 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7796390
- Firm CRD
- 104555