Katherine Taylor Foellger
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 LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Palm Beach TanMar 2025 to Aug 2025
- UnemployedAug 2024 to Mar 2025
- True Title LLCFeb 2024 to Aug 2024
- Local TacoJun 2023 to Feb 2024
- Ginger WasabiAug 2022 to Oct 2023
- Kenwood Country ClubMay 2022 to Aug 2022
- University of KentuckyMar 2022 to May 2022
- AerieSep 2021 to Mar 2022
- Kenwood Country ClubMay 2021 to Aug 2021
- BabysittingAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Indian Hill FoundationAug 2019 to May 2020
- CurritoMay 2019 to Apr 2020
- Ferrari's Little ItalyDec 2018 to May 2019
- Indian Hill High SchoolAug 2018 to Dec 2018
- TargetJun 2018 to Aug 2018
- Indian Hill School DistrictAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8152225
- Firm CRD
- 104555