Karley J Leist

Strategic Advisers LLC

CRD 7371856

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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:

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-06-12
OH	RA	APPROVED	2026-06-12
TX	RA	APPROVED	2026-06-12

KY RA
APPROVED

Since 2026-06-12
OH RA
APPROVED

Since 2026-06-12
TX RA
APPROVED

Since 2026-06-12

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fildeity Investments	Covington	KY	04/2020	Present
Daniels Textile Rental	Cincinnati	OH	08/2019	04/2021
Rue21	Cincinnati	OH	11/2016	08/2019
Northwest Highschool	Cincinnati	OH	08/2014	11/2016

04/2020 → Present

Fildeity Investments

Covington, KY
08/2019 → 04/2021

Daniels Textile Rental

Cincinnati, OH
11/2016 → 08/2019

Rue21

Cincinnati, OH
08/2014 → 11/2016

Northwest Highschool

Cincinnati, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-02
S63	Uniform Securities Agent State Law Examination	2021-11-03

S66 Uniform Combined State Law Examination

2026-06-02
S63 Uniform Securities Agent State Law Examination

2021-11-03

Other Names

Karley Jane Woods
Karley Woods

View on SEC IAPD

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