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Kaitlyn Summe

Strategic Advisers LLC

Fort Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Lauderdale, FL • 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
Full-Time Education Edgewood KY 06/2011 12/2020
Unemployed Crestview Hills KY 01/2020 05/2021
Fidelity Investments Ft. Lauderdale FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 12/2020
    Full-Time Education
    Edgewood, KY
  • 01/2020 → 05/2021
    Unemployed
    Crestview Hills, KY
  • 06/2021 → Present
    Fidelity Investments
    Ft. Lauderdale, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
Other Businesses

OBA-101400|OrgNmn:JETSET Pilates|Org Addr:Fort Laude,Florida,US|OBA Nature:Pilates Instructor - Group Fit|Invst Rel:N|Title:Employee|Duties:Teaching fitness classes 4-8 times a week|StrtDt:08-28-23|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2022-03-22
Other Names
  • Katie Summe

View on SEC IAPD

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