Kennedy Shea Meyers
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 LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Fenix LightingAug 2024 to Aug 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- UnemployedDec 2023 to Jun 2024
- Fenix LightingDec 2022 to Dec 2023
- UnemployedAug 2022 to Dec 2022
- Campbell FamilyMay 2022 to Aug 2022
- Rocky Mountain CateringMay 2022 to Aug 2022
- Hagmeyer FamilyMay 2021 to Aug 2021
- UnemployedDec 2020 to May 2022
- Gold Crown FoundationAug 2020 to Dec 2020
- UnemployedDec 2019 to Aug 2020
- Gold Crown FoundationAug 2019 to Dec 2019
- UnemployedJun 2015 to Aug 2019
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
- 8151594
- Firm CRD
- 104555