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Kasey Goulet

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cincinnati, OH • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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 02/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-127554|OrgNmn:Pearson|Org Addr:Indianapol,Indiana,US|OBA Nature:Education standardized scorer|Invst Rel:N|Title:Scorer|Duties:scoring test responses |StrtDt:02-26-26|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
S63 Uniform Securities Agent State Law Examination 2016-03-25
  • S66 Uniform Combined State Law Examination
    2019-12-06
  • S63 Uniform Securities Agent State Law Examination
    2016-03-25
Other Names
  • Kasey Elizabeth Lachner
  • Kasey Elizabeth Goulet

View on SEC IAPD

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