Claire Kemper Young
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 LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- UnemployedAug 2025 to Jun 2026
- Fidelity InvestmentsJun 2025 to Aug 2025
- UnemployedAug 2024 to Jun 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- UnemployedDec 2023 to Jun 2024
- Banana RepublicNov 2022 to Mar 2023
- WhoazoneApr 2022 to Aug 2023
- Sol Sunless TanningMay 2020 to Dec 2023
- UnemployedJan 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
- 8304181
- Firm CRD
- 104555