Tirth Kashikar
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Equitable Advisors, LLCJul 2024 to Nov 2025
- UnemployedJun 2024 to Jul 2024
- Milestone TechnologiesJul 2023 to Sep 2023
- Milestone TechnologiesDec 2022 to Jan 2023
- University of California, IrvineSep 2022 to Jun 2024
- Diablo Valley CollegeJun 2021 to Sep 2022
- Santa Monica CollegeDec 2020 to Jun 2021
- DoordashSep 2020 to Mar 2021
- Cost Plus World MarketSep 2020 to Dec 2020
- Who's TeaApr 2020 to Jun 2020
- San Jose State UniversityJul 2019 to Sep 2020
- City of San RamonApr 2017 to Aug 2017
- Dougherty Valley High SchoolAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7949172
- Firm CRD
- 104555