Kathryn Amodeo
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 LLCMay 2025 to now
- Fidelity InvestmentsAug 2023 to now
- PublixJun 2021 to Aug 2023
- The Discovery TreeMay 2021 to Jul 2021
- Beach United Methodist ChurchNov 2017 to Feb 2021
- Florida State College At JacksonvilleAug 2016 to Dec 2022
- Jax Surf and PaddleJun 2015 to Jul 2018
- Fletcher HighschoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7799890
- Firm CRD
- 104555