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Kristina Currie

Strategic Advisers LLC

Elk Grove, CA

Elk Grove, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Elk Grove, CA • United States

Elk Grove, 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
Nationwide Investment Services Corp Columbus OH 12/2012 10/2017
Fidelity Brokerage Services Llc Elk Grove CA 11/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → 10/2017
    Nationwide Investment Services Corp
    Columbus, OH
  • 11/2017 → Present
    Fidelity Brokerage Services Llc
    Elk Grove, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-20
S63 Uniform Securities Agent State Law Examination 2005-02-18
  • S66 Uniform Combined State Law Examination
    2013-12-20
  • S63 Uniform Securities Agent State Law Examination
    2005-02-18
Other Names
  • Kristina Rene Simon
  • Kristina Rene Alba
  • Kristina Kreider
  • Kristina Rene Currie

View on SEC IAPD

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