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Keri Dogan

Chief Operating Officer at Strategic Advisers

No current adviser or broker registrationSEC record checked 18 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Keri Dogan is Chief Operating Officer of Strategic Advisers LLC, a Boston investment adviser managing $1.37T. Keri Dogan has passed the Series 7, Series 24, SIE and Series 63.

Role at Strategic Advisers

Title on Schedule A
Chief Operating Officer
Control
Keri Dogan is a control person of Strategic Advisers.
Ownership
An individual ownership band is not available in the source record.
Tenure
Keri Dogan has held the filed role since November 2024.

The firm

Strategic Advisers LLC
Boston, MA

Form ADV filed 30 March 2026

$1.37T AUM2,401,763 clients17,112 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed Series 63 · 2022
  2. Passed SIE · 2017
  3. Passed Series 24 · 2007
  4. Passed Series 7 · 2006

Registrations and exams

No current adviser or broker registration. Keri Dogan has passed 4 qualifying exams.

Examinations

Series 6324 February 2022
Name
Uniform Securities Agent State Law Examination
Series 2423 January 2007
Name
General Securities Principal Examination
SIE12 June 2017
Name
Securities Industry Essentials Examination
Series 77 November 2006
Name
General Securities Representative Examination

Individual record

Full name
Keri S Dogan
CRD
5228110
Firm
Strategic Advisers LLC
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Keri Dogan work?

Keri Dogan has been Chief Operating Officer of Strategic Advisers LLC since November 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Keri Dogan have a current investment-adviser registration?

Keri Dogan has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Keri Dogan passed?

Keri Dogan has passed 4 licensing exams: the Series 7, Series 24, SIE and Series 63. The earliest, the Series 7, was passed in November 2006.

Source: IAPD individual record, checked 18 October 2026

Leadership at Strategic Advisers

Sources

  1. IAPD individual record, CRD 5228110. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Strategic Advisers LLC, filed 30 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Keri Dogan or Strategic Advisers LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.