Mikayla Yeakey
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- C.A.T.S. Academics - University of ArizonaAug 2023 to May 2024
- Transportation Products Sales Company (tpsc)Jan 2023 to Jan 2024
- StudentSep 2022 to Dec 2022
- Mortage 143, LLCMay 2022 to Aug 2022
- StudentMay 2021 to Apr 2022
- FirebirdsFeb 2021 to Apr 2021
- LowesMay 2020 to May 2020
- Coach Outlet (tapestry Inc.)Feb 2020 to Jan 2021
- Community Living, Inc.Oct 2019 to Jan 2020
- StudentMay 2019 to Sep 2019
- Panda ExpressApr 2019 to Apr 2019
- PopeyesFeb 2019 to Mar 2019
- Bc's KitchenOct 2018 to Jan 2019
- StudentMar 2018 to Sep 2018
- Olive GardenOct 2017 to Feb 2018
- StudentJul 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7966587
- Firm CRD
- 104555