Kent Thai
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Yuteai LLCAug 2019 to Jan 2021
- NordstromJun 2019 to Oct 2025
- TargetApr 2019 to May 2019
- ZaraJun 2018 to Aug 2018
- Domino'sJan 2017 to Aug 2018
- Jordan River InsuranceOct 2016 to Nov 2016
- University of UtahJul 2016 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8183631
- Firm CRD
- 104555