Reed Matthew Karsen
Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Reed Matthew Karsen? 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
23 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedOct 2025 to Feb 2026
- Montclair State UniSep 2024 to Oct 2025
- Mountain RidgeMar 2024 to Oct 2025
- UpsNov 2021 to Jan 2022
- UnemployedSep 2021 to Nov 2021
- Preakness HillsApr 2021 to Oct 2025
- Meadows Golf ClubMay 2020 to Sep 2021
- Tavern 5Nov 2019 to Aug 2020
- UnemployedAug 2003 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8237634
- Firm CRD
- 104555