Kyillah Jayde Peterson
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedMay 2024 to Jun 2024
- Dr Chad Clawson, Clawson Family ChiropractorJun 2023 to Jul 2023
- Nazario Castillo 3, the Barber Effect |May 2023 to May 2024
- Sport ClipsSep 2020 to May 2023
- UnemployedDec 2019 to Sep 2020
- Cherry Blowout SalonNov 2019 to Dec 2019
- UnemployedApr 2019 to Nov 2019
- Kennetha Kleimann, Creative Designing TeamMay 2018 to Apr 2019
- High School StudentJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7949048
- Firm CRD
- 104555