Karen Lizotte

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
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Auburn, NH • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Fidelity Investments	Merrimack	NH	07/2020	Present
Fidelity Investments	Merrimack	NH	03/2019	07/2020
State Farm Insurance	Manchester	NH	03/2018	03/2019
Mannatech	Auburn	NH	09/2008	03/2018
Citizens Bank	Manchester	NH	12/2007	03/2018
Fidelity Investments	Boston	MA	03/2025	Present

07/2020 → Present

Fidelity Investments

Merrimack, NH
03/2019 → 07/2020

Fidelity Investments

Merrimack, NH
03/2018 → 03/2019

State Farm Insurance

Manchester, NH
09/2008 → 03/2018

Mannatech

Auburn, NH
12/2007 → 03/2018

Citizens Bank

Manchester, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-01
S63	Uniform Securities Agent State Law Examination	2020-11-20

S66 Uniform Combined State Law Examination

2021-06-01
S63 Uniform Securities Agent State Law Examination

2020-11-20

Other Names

Karen Kim Lizotte
Kim Syversen
Karen Lizotte

View on SEC IAPD

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