Catherine Hatfield
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Catherine Hatfield? Claim your profile
Contact this firm
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 LLCFeb 2026 to now
- Fidelity InvestmentsNov 2025 to now
- UnemployedMay 2025 to Nov 2025
- Cohere BeautyApr 2023 to Aug 2023
- Breckenridge BreweryMay 2022 to Aug 2022
- Blue Sage SPAApr 2022 to Aug 2024
- University of MichiganAug 2021 to May 2025
- Kb OptometricsJun 2021 to Aug 2021
- Turnstyle ConsignmentMay 2019 to Jun 2021
- All Star PoolsApr 2018 to Sep 2018
- J.K. Mullen High SchoolAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Ben Franklin AcademyAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8190042
- Firm CRD
- 104555