Kathryn Moran

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 08/2024
  Morgan Stanley
  Deerfield, IL
• 08/2024 → Present
  Fidelity Investments
  Franklin, TN
• 08/2016 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2019-02-27 → 2024-08-12
  Morgan Stanley
  Deerfield, IL
  Chicago, IL
• 2017-08-03 → 2019-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-08-01