Matthew Blake Kneeskern
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 LLCAug 2025 to now
- Fidelity InvestmentsApr 2025 to now
- - UnemployedMay 2024 to Apr 2025
- Schomp BmwMay 2021 to May 2024
- - UnemployedMar 2020 to May 2021
- Whole FoodsOct 2019 to Mar 2020
- - UnemployedJul 2019 to Oct 2019
- PizzarevFeb 2019 to Jul 2019
- - UnemployedAug 2018 to Feb 2019
- Cutco CutleryMay 2018 to Aug 2018
- - UnemployedFeb 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8077958
- Firm CRD
- 104555