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Kimberly Rosati

Strategic Advisers LLC

Walnut Creek, CA

San Rafael, CA

Danville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

1000 4Th Street, San Rafael, CA 94901-3122 • 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
Fidelity Personal Trust Company, Fsb Walnut Creek CA 09/2013 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2020
Fidelity Brokerage Services Larkspur CA 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 07/2018
    Fidelity Personal Trust Company, Fsb
    Walnut Creek, CA
  • 07/2018 → 01/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2020 → Present
    Fidelity Brokerage Services
    Larkspur, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
    San Rafael, CA
    Danville, CA
  • 2018-07-13 → 2020-01-30
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-05-02 → 2018-07-13
    Strategic Advisers Llc
    Walnut Creek, CA
    Walnut Creek, CA
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-21
S63 Uniform Securities Agent State Law Examination 1997-01-24
  • S66 Uniform Combined State Law Examination
    2014-02-21
  • S63 Uniform Securities Agent State Law Examination
    1997-01-24
Other Names
  • Kimberly Farrington
  • Kimberly Sue Rosati

View on SEC IAPD

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Other Investors

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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