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Kristen Candella

Strategic Advisers LLC

Naples, FL

Naples, 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
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Naples, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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
Rbc Capital Markets, Llc New Haven CT 08/2014 01/2017
Fidelity Brokerage Services Llc Naples FL 01/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 01/2017
    Rbc Capital Markets, Llc
    New Haven, CT
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    Naples, FL
  • 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
    Naples, FL
  • 2017-02-13 → 2018-07-13
    Strategic Advisers Llc
    Naples, FL
  • 2014-08-18 → 2017-01-24
    Rbc Capital Markets, Llc
    New Haven, CT
    Hartford, CT
  • 2014-01-31 → 2014-05-08
    Wealthspire Advisors
    West Hartford, CT
  • 2013-11-06 → 2014-01-31
    Kestra Investment Services, Llc
    West Hartford, CT
Other Businesses

OBA-125495|OrgNmn:Kristen Candella Studio|Org Addr:Naples,Florida,US|OBA Nature:Artwork and Paintings |Invst Rel:N|Title:Artist|Duties:Provide paintings and art pieces for propsective customers|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-21
  • S66 Uniform Combined State Law Examination
    2013-10-21
Other Names
  • Kristen Lynn Candella

View on SEC IAPD

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