Best Investors Account Sign in

Katherine Harman Forester

Strategic Advisers LLC

Wayne, PA

Greenville, DE

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Wayne, PA • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • 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 West Conshohocken PA 03/2001 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2001 → Present
    Fidelity Investments
    West Conshohocken, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-13
S63 Uniform Securities Agent State Law Examination 1996-09-17
  • S66 Uniform Combined State Law Examination
    2020-02-13
  • S63 Uniform Securities Agent State Law Examination
    1996-09-17
Other Names
  • Kate Harman
  • Katie Harman
  • Katherine Shirin Harman
  • Katherine Shirin Harman Forester
  • Katherine H Forester

View on SEC IAPD

More in Wayne, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor