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Kurt Kula

Strategic Advisers LLC

Shenandoah, TX

The Woodlands, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Shenandoah, TX • United States

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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 Investments The Woodlands TX 05/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → Present
    Fidelity Investments
    The Woodlands, TX
  • 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
    The Woodlands, TX
    Shenandoah, TX
  • 2012-09-24 → 2018-07-13
    Strategic Advisers Llc
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-21
S63 Uniform Securities Agent State Law Examination 2000-06-22
  • S66 Uniform Combined State Law Examination
    2012-09-21
  • S63 Uniform Securities Agent State Law Examination
    2000-06-22
Other Names
  • Kurt Joseph Kula

View on SEC IAPD

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