Kimberly Brezen

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

North Bellmore, NY • United States

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity	New York	NY	03/1998	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/1998 → Present

Fidelity

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roslyn, NY
2006-01-04 → 2007-02-28

Strategic Advisers Llc

Roslyn, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-15
S63	Uniform Securities Agent State Law Examination	1999-12-21

S66 Uniform Combined State Law Examination

2005-09-15
S63 Uniform Securities Agent State Law Examination

1999-12-21

Designations

Other Names

Kimberly Ann Brezen
Kimberly Ann Brezen
Kimberly Ann Lopresti
Kimberly Ann Brezen
Kimberly Ann Lopresti
Kimberly Ann Brezen
Kimberly A Lopresti
Kimberly A Brezen

View on SEC IAPD