Travis Robert Kruse

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → 08/2021
  Credit Suisse Securities (Usa) Llc
  Raleigh, NC
• 08/2021 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2007-03-29 → 2021-09-17
  Credit Suisse Securities (Usa) Llc
  Research Triangle Park, NC
  New York, NY
  Raleigh, NC
  New York, NY
• 2005-03-03 → 2005-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 2005-01-03 → 2005-02-15
  Truist Investment Services, Inc.
  Durham, NC
• 2004-07-14 → 2005-01-03
  Ncf Financial Services, Inc.
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2004-07-13
• S63 Uniform Securities Agent State Law Examination
  2003-08-28

Other Names

• Travis Robert Kruse
• Travis Kruse