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Kimberly Vanessa Kaiman

Strategic Advisers LLC

Walnut Creek, CA

Danville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-25
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-06-25
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Danville, CA • 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
Unemployed Scottsdale AZ 12/2015 04/2017
Unemployed Danville/Alamo CA 06/2019 09/2020
Whole Foods Market Phoenix AZ 04/2017 12/2017
Fidelity Investments Walnut Creek CA 04/2024 Present
Alamo Ace Hardware (Three Valley Investments) Alamo CA 09/2020 03/2024
Baystreet Research Oakland CA 09/2020 11/2020
Whole Foods Market San Ramon CA 01/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
Linsco Private Ledger Shaker Heights OH 12/2006 04/2024
  • 12/2015 → 04/2017
    Unemployed
    Scottsdale, AZ
  • 06/2019 → 09/2020
    Unemployed
    Danville/Alamo, CA
  • 04/2017 → 12/2017
    Whole Foods Market
    Phoenix, AZ
  • 04/2024 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 09/2020 → 03/2024
    Alamo Ace Hardware (Three Valley Investments)
    Alamo, CA
  • 09/2020 → 11/2020
    Baystreet Research
    Oakland, CA
  • 01/2018 → 06/2019
    Whole Foods Market
    San Ramon, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 12/2006 → 04/2024
    Linsco Private Ledger
    Shaker Heights, OH
Previous Registrations
  • 2024-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
    Danville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
S63 Uniform Securities Agent State Law Examination 2003-06-02
  • S66 Uniform Combined State Law Examination
    2024-09-03
  • S63 Uniform Securities Agent State Law Examination
    2003-06-02
Other Names
  • Kimberly Vanessa Kosinski
  • Kimberly Vanessa Kaiman
  • Kimberly V Kaiman

View on SEC IAPD

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CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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