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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Miami, 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
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 05/2016 06/2017
Florida International University Chapman Graduate School Of Busi Miami FL 01/2015 12/2016
Pfs Investments, Inc. Miami FL 01/2019 05/2021
Stay At Home Mom Miami FL 06/2017 05/2021
Fidelity Investments Miami FL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 06/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 01/2015 → 12/2016
    Florida International University Chapman Graduate School Of Busi
    Miami, FL
  • 01/2019 → 05/2021
    Miami, FL
  • 06/2017 → 05/2021
    Stay At Home Mom
    Miami, FL
  • 05/2021 → Present
    Fidelity Investments
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2019-07-24 → 2021-05-25
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-17
  • S66 Uniform Combined State Law Examination
    2019-01-17
Other Names
  • Kara Guillen
  • Kiara Maruri
  • Kiara Guillen

View on SEC IAPD

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