Kyle Roy West
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.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsJun 2025 to now
- MarketstarApr 2025 to Jun 2025
- ChiprJan 2025 to Apr 2025
- Robinhood StocksMay 2024 to Dec 2024
- Aaa Fire Safety & AlarmsFeb 2024 to Dec 2024
- Bell PhotographyAug 2023 to Feb 2024
- Hawx Pest ControlFeb 2023 to Aug 2023
- UnemployedOct 2020 to Jan 2023
- Redd RoofingMay 2020 to Oct 2020
- Chick Fil AJan 2019 to Oct 2019
- Krispy KremeSep 2018 to Jan 2019
- Bonneville High SchoolJan 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8116655
- Firm CRD
- 104555