Kirsten Barnett

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

• 12/2017 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 10/2012 → 12/2017
  Sutter Health
  Sacramento, CA
• 05/2018 → 10/2021
  Bank Of America, N.A.
  Loomis, CA
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Antelope, CA
  Salt Lake City, UT
• 2018-04-30 → 2021-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
  Roseville, CA
  Roseville, CA
  Roseville, CA
  Grass Valley, CA
  South Lake Tahoe, CA
  Loomis, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-04-27
• S63 Uniform Securities Agent State Law Examination
  2006-05-15

Other Names

• Kirsten Noel Barnett
• Kirsten Barnett