Kami Lou Harris
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 LLCMay 2026 to now
- Fidelity InvestmentsJul 2024 to now
- Husch BlackwellDec 2023 to Jan 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Husch BlackwellDec 2022 to Jan 2023
- Saint Louis Closet CompanyMay 2022 to Feb 2023
- Husch BlackwellMay 2022 to Aug 2022
- The Pasta HouseMay 2022 to Aug 2022
- Tufts Pre-college ProgramsMay 2021 to Dec 2021
- Children's Defense FundMay 2021 to Aug 2021
- Social Identity and Stigma LabFeb 2021 to Sep 2022
- JumpstartAug 2020 to May 2021
- Tufts UniversityMay 2020 to Jul 2024
- Barcelona TapasSep 2019 to Aug 2020
- Oceano BistroFeb 2019 to Sep 2019
- John BurroughsNov 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8209418
- Firm CRD
- 104555