UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
4yrs
Kevin Guevara
Financial advisor at Strategic Advisers
Based in Dallas, Texas, Kevin Guevara is a fiduciary financial advisor with 4 years of industry experience. Kevin has been with Strategic Advisers since 2025; before that, Kevin spent less than a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office8411 Preston Road Suite 130, Dallas, TX 75225
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Oct 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Strategic Advisers at 617-563-7000 and ask for Kevin Guevara. Kevin works from the Dallas, TX office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Kevin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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