Mitchell Kane Knutson

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

• 09/2016 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
• 08/2016 → 09/2016
  Unemployed
  Parker, CO
• 03/2017 → 11/2022
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2018 → 11/2022
  Charles Schwab Bank
  Lone Tree, CO
• 11/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2017-06-05 → 2022-11-30
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Other Businesses

OBA-94095|OrgNmn:Wine Before Whiskey Boutique LLC|Org Addr:Elizabeth,Colorado,US|OBA Nature:Online Boutique|Invst Rel:N|Title:Managing Member|Duties:I would have no duties other than to have authority to step in if something happened to my wife.|StrtDt:11-30-22|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05

Other Names

• Kane Knutson