Kanita Ganic

Strategic Advisers LLC

CRD 7471950

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2025-07-08
TX	RA	APPROVED	2025-07-08

IL RA
APPROVED

Since 2025-07-08
TX RA
APPROVED

Since 2025-07-08

Branch Locations

Chicago, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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

Organization	City	State	From	To
Unemployed	Jacksonville	FL	06/2016	10/2016
Unemployed	Jacksonville	FL	07/2021	11/2021
Fidelity Investments	Chicago	IL	11/2021	Present
Dillard'S	Jacksonville	FL	06/2017	05/2018
Triad Financial Services, Inc.	Jacksonville	FL	10/2018	07/2021
University Of North Florida	Jacksonville	FL	10/2016	05/2020

06/2016 → 10/2016

Unemployed

Jacksonville, FL
07/2021 → 11/2021

Unemployed

Jacksonville, FL
11/2021 → Present

Fidelity Investments

Chicago, IL
06/2017 → 05/2018

Dillard'S

Jacksonville, FL
10/2018 → 07/2021

Triad Financial Services, Inc.

Jacksonville, FL
10/2016 → 05/2020

University Of North Florida

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-23

S66 Uniform Combined State Law Examination

2025-06-23

View on SEC IAPD

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