Kevin Kim
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 LLCNov 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Amplified PlanningJun 2025 to Aug 2025
- Topsteptrader, LLCJul 2023 to Jul 2025
- Cypress Coffee CompanyMar 2022 to Jul 2022
- Tree Stump StudiosMar 2021 to Dec 2021
- University of WashingtonSep 2020 to Jun 2021
- MicrosoftJan 2019 to Sep 2019
- Bellevue CollegeJul 2018 to Jun 2020
- NordstromJun 2018 to Dec 2018
- Juergens Weil Vandenbelt Ostadian MdsSep 2017 to Feb 2018
- Kevin KimMar 2017 to Aug 2025
- Newport High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8151604
- Firm CRD
- 104555