Kassidy Mae Crawford
Investment adviser representative at Strategic Advisers LLC
25 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kassidy Mae Crawford? Claim your profile
Contact this firm
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
25 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Cole HaanFeb 2023 to Jul 2024
- Gap Inc (old Navy)Oct 2022 to Feb 2023
- Gap Inc (gap)Jul 2021 to Oct 2022
- Tyler's (dale Grimes Enterprises)Jun 2020 to Jul 2021
- UnemployedJul 2019 to Jun 2020
- Gap Inc (old Navy)Jun 2019 to Jul 2019
- UnemployedJan 2019 to Jun 2019
- Gap Inc (old Navy)Oct 2018 to Jan 2019
- Polo Ralph LaurenAug 2018 to Oct 2018
- Cici's PizzaMay 2018 to Aug 2018
- UnemployedJan 2018 to May 2018
- Gattis PizzaJun 2017 to Jan 2018
- UnemployedJun 2001 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7963547
- Firm CRD
- 104555