Kristopher J. Rhodes
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Wells FargoJul 2024 to Jun 2025
- Enterprise BankJun 2022 to Jul 2022
- Kovalchick Convention and Athletic ComplexApr 2022 to May 2024
- Oak View Group, LLCApr 2022 to May 2024
- Indiana University of PennsylvaniaAug 2019 to May 2025
- Img AcademyMay 2018 to Aug 2019
- Perkiomen SchoolAug 2017 to May 2018
- Montour High SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8116217
- Firm CRD
- 104555