Kai E Knudsen

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

• 08/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2022 → 06/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2022 → 05/2022
  University Of Rhode Island
  Kingston, RI
• 11/2021 → 03/2022
  Baystate Delivery
  Douglas, MA
• 04/2020 → 11/2021
  State Of Rhode Island Dem Parks And Rec
  Lincoln, RI
• 09/2017 → 05/2021
  University Of Rhode Island
  Kingston, RI
• 05/2018 → 12/2019
  Pezza Farm
  Johnston, RI
• 04/2016 → 03/2017
  Dino's Park N Shop
  Chepatchet, RI
• 08/2012 → 06/2017
  Ponaganset High School
  North Scituate, RI
• 06/2017 → 09/2017
  Unemployed
  Chepatchet, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06

Other Names

• Kai Knudsen