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Kayla Nicole Dahl

Strategic Advisers LLC

Sanford, FL

CRD 7004178

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sanford, FL • 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
OrganizationCityStateFromTo
Janus Management Holdings Corp. Denver CO 08/2018 12/2019
Janus Henderson Distributors Denver CO 08/2018 12/2019
Anheuser-Busch Denver CO 11/2015 12/2019
Erx Animal Health Denver CO 08/2017 02/2018
Vitae Usa Lone Tree CO 12/2017 02/2018
Hire Connections Centennial CO 03/2018 08/2018
Fidelity Brokerage Services, Llc Greenwood Village CO 12/2019 Present
Home Care Choice Inc. Littleton CO 08/2017 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 12/2019
    Janus Management Holdings Corp.
    Denver, CO
  • 08/2018 → 12/2019
    Janus Henderson Distributors
    Denver, CO
  • 11/2015 → 12/2019
    Anheuser-Busch
    Denver, CO
  • 08/2017 → 02/2018
    Erx Animal Health
    Denver, CO
  • 12/2017 → 02/2018
    Vitae Usa
    Lone Tree, CO
  • 03/2018 → 08/2018
    Hire Connections
    Centennial, CO
  • 12/2019 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 08/2017 → 05/2018
    Home Care Choice Inc.
    Littleton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
S63 Uniform Securities Agent State Law Examination 2018-12-03
  • S66 Uniform Combined State Law Examination
    2020-05-29
  • S63 Uniform Securities Agent State Law Examination
    2018-12-03
Other Names
  • Kayla Nicole Vanderhill
  • Kayla N Vanderhill

View on SEC IAPD

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