Dylan Knight
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Knight Wealth ServicesFeb 2025 to Sep 2025
- Baton Rouge Country ClubMay 2024 to Sep 2024
- Knight Wealth ServicesMay 2024 to Sep 2024
- Cohn Law FirmOct 2022 to Dec 2023
- Louisiana State UniversityAug 2021 to May 2025
- Northshore Ice CompanyJun 2019 to Jun 2021
- St. Paul's High SchoolMay 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8031019
- Firm CRD
- 104555