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Aimee Ya-Mei Kwain

Strategic Advisers LLC

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scottsdale, AZ • 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
Moss Adams Wealth Advisors Llc Los Angeles CA 01/2008 10/2018
Moss Adams Securities & Insurance Llc Los Angeles CA 01/2008 10/2018
Valmark Securities, Inc. Akron OH 06/2012 10/2018
Fidelity Brokerage Services Llc Jersey City NJ 11/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 10/2018
    Moss Adams Wealth Advisors Llc
    Los Angeles, CA
  • 01/2008 → 10/2018
    Moss Adams Securities & Insurance Llc
    Los Angeles, CA
  • 06/2012 → 10/2018
    Valmark Securities, Inc.
    Akron, OH
  • 11/2018 → Present
    Fidelity Brokerage Services Llc
    Jersey City, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jersey City, NJ
    Los Angeles, CA
  • 2009-11-12 → 2018-11-13
    Threadline Wealth
    Los Angeles, CA
    El Segundo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-23
  • S66 Uniform Combined State Law Examination
    2008-10-23
Other Names
  • Aimee Ya-Mei Kwain
  • Aimee Kwain

View on SEC IAPD

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