Kailee Vanderlinden
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kailee Vanderlinden? 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Marriott Vacation ClubJun 2023 to Aug 2023
- The Jeremy RanchJun 2022 to Aug 2022
- Alfred UniversityOct 2021 to Apr 2024
- NordstromJun 2021 to Dec 2021
- The Road HomeNov 2020 to Jan 2021
- Caption CallMar 2020 to Aug 2020
- Texas RoadhouseMay 2018 to Dec 2018
- Hot Dog On A StickApr 2017 to Apr 2020
- UnemployedMay 2013 to Jun 2024
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
- 7948951
- Firm CRD
- 104555