Kristen Rieger

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

• 05/2022 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO
• 07/2021 → 01/2022
  Landmark Homes
  Windsor, CO
• 04/2017 → 07/2021
  Re/Max Alliance
  Fort Collins, CO
• 02/2014 → 03/2017
  Express Employment
  Fort Collins, CO
• 02/2022 → 05/2022
  Re/Max Alliance
  Loveland, CO
• 10/2022 → 07/2024
  Bank Of America, N.A.
  Fort Collins, CO
• 09/2024 → Present
  Fidelity Investments
  Sugar Land, TX
• 03/2025 → Present
  Strategic Advisers Llc
  Houston, TX
• 04/2026 → Present
  Fidelity Brokerage Services Llc
  Houston, TX

Previous Registrations

• 2024-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sugar Land, TX
  Kemah, TX
• 2023-01-18 → 2024-07-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO
  New York, NY
  Fort Collins, CO
  Greeley, CO

Other Businesses

OBA-128795|OrgNmn:Space Center Houston|Org Addr:Houston,Texas,US|OBA Nature:Visitor center for NASA Johnso|Invst Rel:N|Title:Employee|Duties:WEEKENDS ONLY Tour Guide for Space Center Houston attractions - Non financial role|StrtDt:04-27-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-12-20

Other Names

• Kristen Harvie
• Kristen Harvie Rieger
• Kristen H Rieger
• Kristen Rieger