Kevin Ho Whalen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-05-19
TX	RA	APPROVED	2026-05-19

NC RA
APPROVED

Since 2026-05-19
TX RA
APPROVED

Since 2026-05-19

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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

Organization	City	State	From	To
Fidelity Investments	Durham	NC	06/2024	Present
Whalen Glass Arts	Durham	NC	02/2017	05/2024
Self	St Petersburg	FL	06/2013	02/2017

06/2024 → Present

Fidelity Investments

Durham, NC
02/2017 → 05/2024

Whalen Glass Arts

Durham, NC
06/2013 → 02/2017

Self

St Petersburg, FL

Other Businesses

OBA-110553|OrgNmn:Whalen Glass Arts|Org Addr:durham,North Caro,US|OBA Nature:Glass Blowing Studio|Invst Rel:N|Title:Owner|Duties:collecting profits and approving large expenses|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-14
S63	Uniform Securities Agent State Law Examination	2024-10-04

S66 Uniform Combined State Law Examination

2026-05-14
S63 Uniform Securities Agent State Law Examination

2024-10-04

Other Names

Kevin Ho Whalen
Kevin Whalen

View on SEC IAPD

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