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Rebecca Kieran

Strategic Advisers LLC

Evanston, IL

Evanston, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

808 Church St, Evanston, IL 60201-3770 • United States

Evanston, IL • 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
Neuberger Berman Llc Chicago IL 06/2014 05/2017
Fidelity Brokerage Services Evanston IL 06/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2017
    Neuberger Berman Llc
    Chicago, IL
  • 06/2017 → Present
    Fidelity Brokerage Services
    Evanston, IL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Evanston, IL
    Chicago, IL
  • 2017-08-25 → 2018-07-13
    Strategic Advisers Llc
    Evanston, IL
  • 2014-08-15 → 2017-06-13
    Neuberger Berman Bd Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-15
S63 Uniform Securities Agent State Law Examination 2007-03-21
  • S65 Uniform Investment Adviser Law Examination
    2014-08-15
  • S63 Uniform Securities Agent State Law Examination
    2007-03-21
Other Names
  • Rebecca M Smrz
  • Rebecca Marie Smrz
  • Rebecca Marie Kieran

View on SEC IAPD

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SAVANT WEALTH MANAGEMENT
URBAN FINANCIAL ADVISORY CORPORATION
MAGNETAR ASSET MANAGEMENT LLC

Other Investors

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BRETT PATRICK LARSON
DEBORAH LEWIN CROSS
PETER HEMWALL
Valerie Romano Larson
Megan Naydenova
Kyle R Munson
ERIC ARTHUR BEDERMAN

Other Offices

ROMANO WEALTH MANAGEMENT · EVANSTON, IL
LFL ADVISERS, LLC · EVANSTON, IL
EVANSTON CAPITAL MANAGEMENT, LLC · EVANSTON, IL
SILVER OAK SERVICES PARTNERS,LLC · EVANSTON, IL
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · EVANSTON, IL
SAVANT WEALTH MANAGEMENT · Evanston, IL
URBAN FINANCIAL ADVISORY CORPORATION · EVANSTON, IL
MAGNETAR ASSET MANAGEMENT LLC · EVANSTON, IL

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