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Krista Lee Czarnec

Strategic Advisers LLC

West Hartford, CT

West Suffield, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

West Suffield, CT • 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
Voya Financial Advisors Windsor CT 04/2017 10/2019
Fidelity West Hartford CT 10/2019 04/2024
Fidelity Investments West Hartford CT 04/2024 Present
Voya Financial Advisors Windsor CT 05/2015 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 10/2019
    Voya Financial Advisors
    Windsor, CT
  • 10/2019 → 04/2024
    Fidelity
    West Hartford, CT
  • 04/2024 → Present
    Fidelity Investments
    West Hartford, CT
  • 05/2015 → 04/2017
    Voya Financial Advisors
    Windsor, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Suffield, CT
    West Hartford, CT
  • 2019-10-28 → 2024-10-15
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
  • 2015-07-15 → 2019-10-21
    Voya Financial Advisors, Inc.
    Windsor, CT
    Braintree, MA
    Braintree, MA
    Braintree, MA
Other Businesses

OBA-13845|OrgNmn:Two Sisters LLC|Org Addr:N. Berwick,Maine,US|OBA Nature:LLC Holding multi-family renta|Invst Rel:Y|Title:Member|Duties:Silent partner.|StrtDt:10-14-19|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-29
S63 Uniform Securities Agent State Law Examination 2014-06-24
  • S66 Uniform Combined State Law Examination
    2015-06-29
  • S63 Uniform Securities Agent State Law Examination
    2014-06-24
Designations
Other Names
  • Krista Lee Houston
  • Krista Czarnec
  • Krista Lee Czarnec
  • Krista L Czarnec

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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