Kiara adrienne Casanova Jaro
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Bay Area Ballet ConMar 2025 to Mar 2026
- Myriad Music SchoolJun 2024 to Mar 2026
- San Francisco GiantsMar 2024 to Mar 2025
- UnemployedApr 2023 to Mar 2024
- Uc DavisSep 2018 to Apr 2023
- Yoshi Ramen and SusAug 2017 to Aug 2018
- Jefferson High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8238513
- Firm CRD
- 104555