RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Karl Eugene Krueger
- Title
- Sr. Wealth Advisorreportedavidianwealth.comfirm site, Sep 15, 2026
- Professional profile
- avidianwealth.com/team-member/karl-kruegerreportedavidianwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Avidian Wealth Solutions independent RIA currentsince Apr 1, 2015 · Houston, Tx
- Strategic Advisers LLC national BDMay 19, 2004 to Mar 12, 2015 · Houston, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 9, 1999 to Apr 5, 2004 · Houston, Tx
- Strategic Advisers LLC to Avidian Wealth Solutionsleft Mar 12, 2015, registered Apr 1, 2015 (20 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Strategic Advisers LLCleft Apr 5, 2004, registered May 19, 2004 (44 days) · Wirehouse to affiliated broker-dealer or bank
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address