Tyler Kinchen
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 LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Energy Capital Credit UnionSep 2025 to Jan 2026
- Fidelity InvestmentsJun 2025 to Aug 2025
- Mod PizzaFeb 2024 to Sep 2024
- Raising CanesJan 2024 to Feb 2024
- University of HoustonJan 2023 to Dec 2025
- JP Morgan Chase BankAug 2022 to May 2025
- Raising CanesMay 2022 to Aug 2022
- UnemployedFeb 2022 to May 2022
- Costco WholesaleOct 2021 to Feb 2022
- H-e-bJan 2021 to Feb 2022
- Lone Star CollegeJan 2020 to Dec 2022
- Chick-fil-aJul 2018 to Feb 2021
- Harmony School of DiscoveryAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8215520
- Firm CRD
- 104555