Kaitlyn Gurtner

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

• 07/2016 → 05/2021
  Florida State University
  Tallahassee, FL
• 05/2025 → 07/2025
  Shipt
  Jacksonville, FL
• 06/2022 → 09/2022
  Unemployed
  Jacksonville, FL
• 05/2018 → 10/2021
  Apple Inc
  Tallahassee, FL
• 05/2017 → 07/2017
  Bags Valet Inc
  Orlando, FL
• 05/2017 → 05/2018
  Regal Movie Theater
  Oviedo And Tallahassee, FL
• 01/2023 → 07/2025
  Self Employed
  Jacksonville, FL
• 09/2022 → 09/2024
  Broadcom
  Jacksonville, FL
• 07/2025 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 10/2021 → 06/2022
  Carpay
  Jacksonville, FL
• 09/2024 → 06/2025
  Unemployed
  Jacksonville, FL

Other Businesses

OBA-121200|OrgNmn:Freelance Design Work|Org Addr:Jacksonvil,Florida,US|OBA Nature:Digital Design and Content|Invst Rel:N|Title:Freelance Digital Designer|Duties:In my own time, design digital content for local businesses including bars and resturaunts. |StrtDt:01-01-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-121315|OrgNmn:Shipt Shopper|Org Addr:Jacksonvil,Florida,US|OBA Nature:Grocery Delivery|Invst Rel:N|Title:Employee|Duties:App provides options to chose from to shop and deliver groceries.|StrtDt:06-01-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29