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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
CA RA APPROVED 2025-06-17
TX RA APPROVED_RES 2025-06-17
  • CA RA
    APPROVED
    Since 2025-06-17
  • TX RA
    APPROVED_RES
    Since 2025-06-17

Branch Locations

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Costa Mesa, CA • 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
Henderson Management & Real Estate Fort Collins CO 05/2018 08/2018
Trident Grill Tucson AZ 08/2018 12/2018
Henderson Management & Real Estate Loveland CO 09/2023 01/2024
University Of Arizona Thinktank Math Tutor Tucson AZ 08/2018 12/2018
Gentle Ben'S Brewing & Co. Tucson AZ 01/2019 12/2019
Blackrock Princeton NJ 07/2020 08/2020
Biaggi'S Loveland CO 06/2020 08/2020
Unemployed Huntington Beach CA 01/2025 05/2025
Northwestern Mutual Fort Collins CO 05/2019 08/2019
Student Abroad Loveland CO 12/2019 06/2020
Blackrock Investments, Llc Princeton NJ 06/2021 10/2021
Unemployed Tucson AZ 08/2020 06/2021
Unemployed Loveland CO 01/2010 05/2018
Fidelity Investments Mission Viejo CA 05/2025 Present
Blackrock Princeton NJ 06/2021 09/2023
Playground Mini Golf Huntington Beach CA 05/2024 01/2025
Unemployed Huntington Beach CA 01/2024 05/2024
  • 05/2018 → 08/2018
    Henderson Management & Real Estate
    Fort Collins, CO
  • 08/2018 → 12/2018
    Trident Grill
    Tucson, AZ
  • 09/2023 → 01/2024
    Henderson Management & Real Estate
    Loveland, CO
  • 08/2018 → 12/2018
    University Of Arizona Thinktank Math Tutor
    Tucson, AZ
  • 01/2019 → 12/2019
    Gentle Ben'S Brewing & Co.
    Tucson, AZ
  • 07/2020 → 08/2020
    Blackrock
    Princeton, NJ
  • 06/2020 → 08/2020
    Biaggi'S
    Loveland, CO
  • 01/2025 → 05/2025
    Unemployed
    Huntington Beach, CA
  • 05/2019 → 08/2019
    Northwestern Mutual
    Fort Collins, CO
  • 12/2019 → 06/2020
    Student Abroad
    Loveland, CO
  • 06/2021 → 10/2021
    Blackrock Investments, Llc
    Princeton, NJ
  • 08/2020 → 06/2021
    Unemployed
    Tucson, AZ
  • 01/2010 → 05/2018
    Unemployed
    Loveland, CO
  • 05/2025 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 06/2021 → 09/2023
    Blackrock
    Princeton, NJ
  • 05/2024 → 01/2025
    Playground Mini Golf
    Huntington Beach, CA
  • 01/2024 → 05/2024
    Unemployed
    Huntington Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08
Other Names
  • Kyra Cameron Hanson

View on SEC IAPD

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