Kaylee Allsup
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 LLCJan 2026 to now
- Fidelity InvestmentsJul 2024 to now
- Club PilatesJun 2024 to Jun 2024
- Texas Tech Orientation ServicesSep 2023 to Dec 2023
- American ThreadsMay 2023 to Aug 2023
- Texas Tech Civil EngineeringJan 2023 to May 2023
- LululemonMar 2021 to Dec 2021
- Spenga (southalke & Flower Mound)Mar 2021 to May 2021
- Amazing Lash StudioMar 2021 to Mar 2021
- Favor - AppFeb 2021 to Feb 2021
- Haven DentalAug 2020 to Feb 2021
- Great Wolf LodgeJul 2020 to Aug 2020
- Snooze A.M EateryJun 2020 to Jun 2020
- Sitting Made SimpleAug 2019 to May 2024
- Trophy Club Country ClubJan 2019 to May 2019
- Cyclebar SouthlakeNov 2018 to Jan 2019
- Starbucks Coffee CompanyMar 2018 to Nov 2018
- Self- EmployedJan 2014 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 7963371
- Firm CRD
- 104555