Kaylyn Anne Van Meter

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
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

Orlando, FL • 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
Agency Health Care Administration	Tallahassee	FL	09/2014	09/2016
Waddell & Reed Inc	Tallahassee	FL	04/2016	10/2016
Charles Schwab	Orlando	FL	11/2016	11/2017
Raymond James & Associates	Orlando	FL	11/2017	02/2019
Fidelity Investments	Altamonte Springs	FL	02/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2014 → 09/2016

Agency Health Care Administration

Tallahassee, FL
04/2016 → 10/2016

Waddell & Reed Inc

Tallahassee, FL
11/2016 → 11/2017

Charles Schwab

Orlando, FL
11/2017 → 02/2019

Raymond James & Associates

Orlando, FL
02/2019 → Present

Fidelity Investments

Altamonte Springs, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-08-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Altamonte Springs, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-02
S63	Uniform Securities Agent State Law Examination	2017-01-27

S66 Uniform Combined State Law Examination

2019-08-02
S63 Uniform Securities Agent State Law Examination

2017-01-27

Other Names

Kaylynn Vanmeter

View on SEC IAPD

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