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Katherine Elizabeth Fitzpatrick

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, NC • 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
Fidelity Investments Charlotte NC 12/2020 Present
Eventfully Angela Charlotte NC 09/2020 09/2020
Eventfully Angela Charlotte NC 10/2018 04/2020
Cyclesouth Charlotte NC 01/2020 03/2020
Cyclesouth Charlotte NC 07/2020 08/2020
Villanova University Villanova PA 08/2014 05/2018
Kendra Scott Ardmore PA 10/2016 08/2017
Unemployed Cornelius NC 06/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Charlotte, NC
  • 09/2020 → 09/2020
    Eventfully Angela
    Charlotte, NC
  • 10/2018 → 04/2020
    Eventfully Angela
    Charlotte, NC
  • 01/2020 → 03/2020
    Cyclesouth
    Charlotte, NC
  • 07/2020 → 08/2020
    Cyclesouth
    Charlotte, NC
  • 08/2014 → 05/2018
    Villanova University
    Villanova, PA
  • 10/2016 → 08/2017
    Kendra Scott
    Ardmore, PA
  • 06/2018 → 09/2018
    Unemployed
    Cornelius, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Other Businesses

OBA-133393|OrgNmn:CycleBar|Org Addr:Charlotte,North Caro,US|OBA Nature:indoor spin studio|Invst Rel:N|Title:Employee|Duties:teach spin class part time outside of Fidelity's business hours|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
  • S66 Uniform Combined State Law Examination
    2021-03-19
Other Names
  • Katherine Elizabeth Fitzpatrick
  • Katherine Fitzpatrick

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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