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Kenneth Heh-song Fesler

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCApr 2025 to now
  2. Fidelity InvestmentsJan 2025 to now
  3. UnemployedJun 2023 to Jan 2025
  4. Our Time To Act UnitedSep 2022 to Feb 2023
  5. University of California, DavisSep 2020 to Jun 2023
  6. BayreachJun 2020 to Dec 2020
  7. Unemployed (summer Break)Jun 2020 to Sep 2020
  8. Gong ChaDec 2017 to Mar 2020
  9. Homestead High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
8034718
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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