Kaden Herring
Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kaden Herring? Claim your profile
Contact this firm
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
23 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Abilene Christian UniversityNov 2024 to May 2025
- Mckesson CorporationJun 2024 to Aug 2024
- Abilene Christian UniversityOct 2022 to Mar 2023
- HebAug 2020 to Jun 2023
- Deemaxx Components IncJun 2019 to Jun 2020
- StudentApr 2003 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8117622
- Firm CRD
- 104555