Kaylie Nicole Judd

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

• 03/2016 → 06/2017
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2017 → 06/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2017 → 06/2018
  Tiaa
  Denver, CO
• 07/2018 → 05/2021
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2018-08-01 → 2021-05-20
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 2017-08-10 → 2018-06-27
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO

Exams

• S66 Uniform Combined State Law Examination
  2017-08-10
• S63 Uniform Securities Agent State Law Examination
  2016-11-17

Designations

• Certified Financial Planner

Other Names

• Kaylie Nicole Hacker
• Kaylie Nicole Judd
• Kaylie N Judd