Sydney Kupsh
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 InvestmentsJun 2024 to now
- UnemployedAug 2023 to Jun 2024
- FidelityJun 2023 to Aug 2023
- Ucsb Department of CommunicationJul 2022 to Jun 2023
- Hotel Santa BarbaraJun 2022 to Aug 2022
- Ucsb DspJun 2021 to Mar 2023
- Marriott - the Ritz Carlton BacaraJun 2021 to Feb 2022
- ChipotleNov 2020 to May 2021
- DoordashJun 2020 to Nov 2020
- Sydneys Swimmers (self Employed)Jun 2018 to Jul 2020
- Roccos RistoranteOct 2017 to Mar 2018
- Concord Community PoolJun 2017 to Jul 2019
- UnemployedJan 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7948974
- Firm CRD
- 104555