Khushmeet Batth
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJul 2025 to now
- LPL Enterprise, LLCNov 2024 to Jul 2025
- The Prudential Insurance Company of AmericaNov 2024 to Jul 2025
- Pruco Securities, LLC.Jun 2024 to Nov 2024
- Arthur J GallagherJun 2023 to Aug 2023
- The Home DepotMay 2021 to May 2023
- Rutgers UniversitySep 2020 to May 2024
- UnemployedJul 2020 to Aug 2020
- Hightstown High SchoolSep 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7960335
- Firm CRD
- 104555