Karissa Leigh Rucki

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

• 01/2021 → 06/2021
  Unemployed
  Columbia, SC
• 05/2014 → 03/2018
  Unemployed
  Toms River, NJ
• 06/2021 → 06/2023
  Market On Main
  Columbia, SC
• 05/2024 → 09/2024
  W&S Brokerage Services, Inc.
  Daniel Island, SC
• 04/2024 → 09/2024
  Western & Southern Life
  Daniel Island, SC
• 07/2023 → 12/2023
  River Oaks Pizzeria
  Myrtle Beach, SC
• 07/2024 → Present
  The Kingstide
  Daniel Island, SC
• 09/2024 → Present
  Fidelity Investments
  Mount Pleasant, SC
• 06/2018 → 01/2021
  Xina Restaurant
  Toms River, NJ
• 03/2018 → 06/2018
  Playa Bowls
  Seaside Park, NJ
• 11/2023 → 04/2024
  Medical University Hospital Authority
  Charleston, SC
• 06/2023 → 07/2023
  Unemployed
  Myrtle Beach, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
  Mount Pleasant, SC

Other Businesses

OBA-128859|OrgNmn:The Kingstide|Org Addr:Daniel Isl,South Caro,US|OBA Nature:Restaurant |Invst Rel:N|Title:Employee|Duties:Servers Assistant/ Host|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-12-21
• S63 Uniform Securities Agent State Law Examination
  2024-06-25

Other Names

• Karissa Leigh Rucki
• Karissa L Rucki