Katherine Clare Dalberth

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
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Fort Myers, FL • United States

Fort Myers, FL • United States

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • 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	The Villages	FL	06/2020	Present
Seaman Paper Company	Gardner	MA	05/2019	08/2019
Kilwins Chocolates And Ice Cream	Cary	NC	09/2015	04/2017
Unemployed/Full Time Student	Gainesville	FL	04/2017	05/2019
Unemployed/Full Time Student	Gainesville	FL	08/2019	06/2020
Fidelity Investments	Boston	MA	03/2025	Present

06/2020 → Present

Fidelity Investments

The Villages, FL
05/2019 → 08/2019

Seaman Paper Company

Gardner, MA
09/2015 → 04/2017

Kilwins Chocolates And Ice Cream

Cary, NC
04/2017 → 05/2019

Unemployed/Full Time Student

Gainesville, FL
08/2019 → 06/2020

Unemployed/Full Time Student

Gainesville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

The Villages, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-14

S66 Uniform Combined State Law Examination

2022-02-14

View on SEC IAPD

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