Kennedy P. Poole
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 LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Goldenwest Credit UnionMar 2022 to Aug 2024
- Lowe's Home ImprovementMar 2020 to Sep 2021
- Utah State UniversityAug 2019 to May 2023
- Grease MonkeyAug 2019 to Mar 2020
- Dina GabrielMay 2019 to Aug 2019
- The Home DepotFeb 2018 to Aug 2018
- UnemployedDec 2017 to Feb 2018
- The Church of Jesus Christ of Latter-day SaintsJul 2016 to Dec 2017
- Snow CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7987636
- Firm CRD
- 104555