Hannah Shaw Kleinbeck
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- R1deJun 2025 to Aug 2025
- Loyola University MarylandJul 2024 to Jun 2025
- OnedigitalMay 2024 to Jul 2024
- Loyola University MarylandAug 2023 to May 2024
- Heatmap News, Inc.May 2023 to Aug 2023
- Loyola University MarylandAug 2022 to May 2023
- Maruqee Pools & Service Inc.May 2022 to Aug 2022
- Loyola University MarylandAug 2021 to May 2022
- Marquee Pools & Service Inc.May 2021 to Aug 2021
- Roger Ludlowe Middle School & Fairfield Ludlowe High SchoolAug 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8152083
- Firm CRD
- 104555