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Kathlyn Varno Diebel

Strategic Advisers LLC

Covington, KY

Saint Petersburg, FL

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Saint Petersburg, 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
Ameriprise Financial Services, Inc. Tampa FL 08/2016 11/2022
Fidelity Investments Saint Petersburg FL 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2022
    Ameriprise Financial Services, Inc.
    Tampa, FL
  • 12/2022 → Present
    Fidelity Investments
    Saint Petersburg, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-02
  • S66 Uniform Combined State Law Examination
    2016-11-02
Designations
Other Names
  • Kathlyn Varno
  • Kathlyn Mary Varno
  • Kathlyn Mary Diebel

View on SEC IAPD

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