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network error or the challenge failed). The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees. Based on that information, we match you with financial advisors near you who suit your needs. window.turnstileErrorCallback = function(turnstileWidgetElement, errorCode) { console.warn('An error occurred while fetching Turnstile token.', { turnstileWidgetElement }, { errorCode }); // Display the widget so that the user can see the error turnstileWidgetElement.style = VISIBLE_WIDGET_CONTAINER_STYLES; // Display error message calling for user to perform the verification window.displayTurnstileErrorMessage(turnstileWidgetElement.closest('form')) return false; }; window.turnstileBeforeInteractiveCallback = function(turnstileWidgetElement) { // Display the widget so that the user can interact with it turnstileWidgetElement.style = VISIBLE_WIDGET_CONTAINER_STYLES; }; // Called when the form receives a non 200 response after submitting window.handleFormFailure = function (args, contextElement) { console.debug("Form submission failed", {args}, {contextElement}); const errorCode = args?.status; const responseText = args?.responseText; // TODO: consider case when status is something other than 400; particularly 500 errors if (args?.status == "400" || args?.status == 400){ console.debug('Error response code', errorCode); console.debug('Response text', responseText); } const form = contextElement?.closest?.('form'); if (!form) { console.warn("Could not locate form from context element."); return; } const submitButton = form.querySelector('input[type="submit"], button[type="submit"]'); if (!submitButton){ // Can occur when displaying a second form page that does not have a submit button // There may be a scenario in which this needs to be handled instead of returning early console.debug("No submit button found -- will not display widget"); return; } // Display the interactive widget either via window.injectTurnstileWidget(form); or by displaying the hidden managed widget const widget = form.querySelector('.turnstile-widget'); if (widget){ turnstile.reset(widget); widget.style = VISIBLE_WIDGET_CONTAINER_STYLES; } else { // TODO: handle console.error('No turnstile present in the form'); } window.displayTurnstileErrorMessage(form); // Re-enable the button and change text back to "Submit" submitButton.disabled = false; if (submitButton.tagName === 'INPUT') { submitButton.value = "Submit"; } else { submitButton.innerText = "Submit"; } }; window.onTurnstileLoaded = function () { // Ensure the DOM is ready in case Turnstile loads fast on cache hit const domReady = () => document.readyState === 'loading' ?

Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

Office Location

Strategic Advisers LLC

Twinsburg, OH See more firms in Ohio

Financial Advisors at Strategic Advisers LLC

David Hoxer
Bountiful, UT

Sarah Huckins
Portland, ME

Victoria Bonadio
Fort Lauderdale, FL

Logan Doane
Cincinnati, OH

Connor Dionisopoulos
Broadview Heights, OH

Hampe Farmer
Birmingham, AL

Joseph Boggio
Midlothian, VA

Ryan Honken
Hopkins, MN

Learn more about
Strategic Advisers LLC

The data in this profile was pulled by SmartAsset on 6/4/2025.

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Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$1,067,664,605,590

OH Average: $16,012,751,954

Total Number of Employees

16,291

OH Average: 118

Total Number of Accounts

2,486,631

OH Average: 4,567

Average Account Size

$429,362

OH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kevin Gay Work History

20252005

2025 - Present (0 year)

Fidelity Investments

2021 - Present (4 years)

Fidelity Investments

2019 - 2021 (2 years)

Allstate Insurance Company

2017 - 2019 (2 years)

Pnc Investments

2016 - 2017 (1 year)

Valic Financial Advisors

2015 - 2016 (1 year)

Triad Advisors, Inc

2015 - 2016 (1 year)

Lineweaver Wealth Advisors

2008 - 2015 (7 years)

Charles Schwab Bank

2005 - 2015 (10 years)

Charles Schwab & Co., Inc

State Registrations

Kevin is registered in the following states:

Disclosures

Please visit the SEC profile of Kevin Gay to learn whether or not they have any disclosures.

The firm has 18,523 offices and 37,893 employees. Therefore, a response to a request for information may be delayed. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor.

It is important to do your due diligence when looking for an advisor.

gay financial advisor

Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content.

Currently, Kevin is part of Strategic Advisers LLC, which operates out of Twinsburg, Ohio.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Not sure which advisor is right for you?

The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. new Promise(res => document.addEventListener('DOMContentLoaded', res, { once: true })) : Promise.resolve(); domReady().then(() => { // Initial pass over any forms already on the page document.querySelectorAll(SITECORE_FORMS_SELECTOR).forEach(form => { window.injectTurnstileWidget(form); window.bindAjaxHandlers(form); }); // Start observing for dynamically added / replaced forms if (typeof window.attachGlobalSitecoreFormObserver === 'function') { window.attachGlobalSitecoreFormObserver(); } }); };

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It is important to do your due diligence when looking for an advisor. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals.