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Karen Y Chan

Strategic Advisers LLC

Laveen, AZ

Chandler, 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 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Laveen, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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 Covington KY 11/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2010 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 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
    Chandler, AZ
    Laveen, AZ
  • 2013-03-13 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-108521|OrgNmn:Own Your Beauty |Org Addr:Laveen,Arizona,US|OBA Nature:Skincare Solutions |Invst Rel:N|Title:Owner|Duties:Owner and operator |StrtDt:04-12-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-108694|OrgNmn:Herculean Chicken |Org Addr:Tucson,Arizona,US|OBA Nature:Food Service|Invst Rel:N|Title:server|Duties:assist my friend with the fried chicken business|StrtDt:04-20-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-07
S63 Uniform Securities Agent State Law Examination 2012-07-23
  • S66 Uniform Combined State Law Examination
    2013-03-07
  • S63 Uniform Securities Agent State Law Examination
    2012-07-23
Designations
Other Names
  • Sze Ki Chan
  • Karen Yiu Wing Chan

View on SEC IAPD

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