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Kevin W. Wurst

Strategic Advisers LLC

Paramus, NJ

Ramsey, NJ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

Ramsey, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Paramus NJ 08/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → Present
    Fidelity Investments
    Paramus, NJ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Ramsey, NJ
    Paramus, NJ
  • 2007-02-15 → 2018-07-13
    Strategic Advisers Llc
    Paramus, NJ
    New York, NY
    Bridgewater, NJ
    Paramus, NJ
  • 2004-04-05 → 2006-09-12
    Citigroup Global Markets Inc.
    Paramus, NJ
    Paramus, NJ
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-01
S63 Uniform Securities Agent State Law Examination 2000-12-19
  • S65 Uniform Investment Adviser Law Examination
    2004-04-01
  • S63 Uniform Securities Agent State Law Examination
    2000-12-19
Other Names
  • Kevin Walter Wurst

View on SEC IAPD

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