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Kristopher Cotton

Strategic Advisers LLC

Rockville, MD

Derwood, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
MD RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Derwood, MD • 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
North Florida Wealth Advisors Gainesville FL 07/2016 12/2018
J.W. Cole Advisors, Inc. Tampa FL 03/2020 11/2024
J.W. Cole Financial, Inc. Tampa FL 01/2019 11/2024
Fidelity Investments Rockville MD 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 12/2018
    North Florida Wealth Advisors
    Gainesville, FL
  • 03/2020 → 11/2024
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 01/2019 → 11/2024
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 12/2024 → Present
    Fidelity Investments
    Rockville, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rockville, MD
    Grand Rapids, MI
  • 2020-03-10 → 2024-12-20
    J. W. Cole Advisors, Inc.
    Gainesville, FL
    Tampa, FL
    Newberry, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-02
  • S66 Uniform Combined State Law Examination
    2020-03-02
Other Names
  • Kristopher G Cotton

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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