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Kenneth A. Walters

Strategic Advisers LLC

Shrewsbury, NJ

Tinton Falls, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-26
NJ RA APPROVED 2025-08-25
  • TX RA
    APPROVED
    Since 2025-09-26
  • NJ RA
    APPROVED
    Since 2025-08-25

Branch Locations

530 Route 35, Shrewsbury, NJ 07702-4139 • United States

Tinton Falls, NJ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 12/2017 06/2025
Bank Of America, N.A. Pennington NJ 12/2017 06/2025
Unemployed West Long Branch NJ 06/2017 11/2017
Towson University Towson MD 01/2017 05/2017
Unemployed West Long Branch NJ 09/2016 12/2016
Fidelity Investments Shrewsbury NJ 06/2025 Present
  • 12/2017 → 06/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 12/2017 → 06/2025
    Bank Of America, N.A.
    Pennington, NJ
  • 06/2017 → 11/2017
    Unemployed
    West Long Branch, NJ
  • 01/2017 → 05/2017
    Towson University
    Towson, MD
  • 09/2016 → 12/2016
    Unemployed
    West Long Branch, NJ
  • 06/2025 → Present
    Fidelity Investments
    Shrewsbury, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2018-03-02
Other Names
  • Kenneth Andrew Walters
  • Kenneth Walters

View on SEC IAPD

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