Kimberly Eileen Meek

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

San Rafael, CA • United States

San Rafael, CA • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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

Organization	City	State	From	To
Fisher Investments	Woodside	CA	08/2005	04/2020
Fidelity Brokerage Services Llc	Larkspur	CA	04/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2005 → 04/2020

Fisher Investments

Woodside, CA
04/2020 → Present

Fidelity Brokerage Services Llc

Larkspur, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Larkspur, CA
2002-01-14 → 2020-04-08

Fisher Investments

Woodside, CA

Sausalito, CA

Plano, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-09-11
S65	Uniform Investment Adviser Law Examination	2001-11-19

S63 Uniform Securities Agent State Law Examination

2020-09-11
S65 Uniform Investment Adviser Law Examination

2001-11-19

Other Names

Kim Meek
Kimberly E. Meek
Kimberly E. Shickel
Kimberly E Meek

View on SEC IAPD

Other Firms

BROADWING CAPITAL ADVISORS, INC.

EB FINANCIAL GROUP, LLC

BEACON POINTE ADVISORS, LLC

SHIRA RIDGE WEALTH MANAGEMENT

WARM SPRINGS ADVISORS INC.

AMERICAN PACIFIC GROUP

ROSS CREEK CAPITAL MANAGEMENT, LLC

Other Investors

KELLY DOUGLAS KANE

PATRICK MICHAEL BERESH

THOMAS NOWROUZI

YEISON MAZARIEGOS BARRIOS

DANIEL LEE RASMUS

GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA

PMB ADVISORS · LARKSPUR, CA

PMB ADVISORS · LARKSPUR, CA

EB FINANCIAL GROUP, LLC · LARKSPUR, CA

BEACON POINTE ADVISORS, LLC · Larkspur, CA

SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA

WARM SPRINGS ADVISORS INC. · LARKSPUR, CA

AMERICAN PACIFIC GROUP · LARKSPUR, CA

More in Larkspur, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor