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Karla Sordo

Strategic Advisers LLC

Boynton Beach, FL

Palm Beach Gardens, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boynton Beach, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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
Fidelity Brokerage Services Llc Palm Beach FL 09/2014 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Brokerage Services Llc
    Palm Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
  • 2014-04-24 → 2014-09-10
    Td Ameritrade, Inc.
    Boca Raton, FL
  • 2014-05-12 → 2014-09-10
    Td Ameritrade Investment Management, Llc
    Boca Raton, FL
  • 2012-03-20 → 2013-08-26
    Td Ameritrade, Inc.
    Boca Raton, FL
  • 2012-04-11 → 2013-08-26
    Td Ameritrade Investment Management, Llc
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-05
  • S66 Uniform Combined State Law Examination
    2018-06-05
Other Names
  • Karla Kapronczai Veronez
  • Karla Kapronczai Sordo

View on SEC IAPD

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