Kenny Fidel Batres

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

• 08/2023 → 12/2024
  Jpmorgan Chase
  Massapequa, NY
• 04/2015 → 11/2020
  Henry Norman Hotel
  Brooklyn, NY
• 10/2025 → Present
  Fidelity Investments
  Albany, NY
• 04/2025 → 09/2025
  Morgan Stanley
  New York, NY
• 11/2020 → 09/2025
  Uber
  Uniondale, NY
• 07/2020 → 11/2020
  Home Depot
  Westbury, NY
• 02/2020 → 06/2020
  Stop & Shop
  East Meadow, NY

Previous Registrations

• 2025-05-27 → 2025-09-29
  Morgan Stanley
  Purchase, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17
• S63 Uniform Securities Agent State Law Examination
  2023-10-12

Other Names

• Kenny Fidel Batres
• Kenny Batres
• Kenny F Batres