Casey Kathleen Holechek

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

• 10/2015 → 09/2016
  Lil' Dicky's
  Towson, MD
• 10/2016 → 03/2017
  Au Poitin Stil
  Timonium, MD
• 10/2016 → 03/2018
  World Of Beer
  Towson, MD
• 08/2014 → 05/2017
  Towson University
  Towson, MD
• 03/2018 → 11/2020
  Peak To Peak Brewery
  Aurora, CO
• 11/2020 → 06/2021
  Unemployed
  Denver, CO
• 06/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-05-25
• S63 Uniform Securities Agent State Law Examination
  2021-12-02

Other Names

• Casey Kathleen Quinn
• Casey K Quinn