Kierra Coke

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

• 10/2020 → 06/2021
  Bank Of America
  Scarsdale, NY
• 08/2019 → 06/2021
  Starbucks
  Larchmont, NY
• 06/2019 → 09/2019
  Apex At 290
  Elmsford, NY
• 06/2017 → 05/2019
  Full Time Education
  Boca Raton, FL
• 10/2016 → 05/2017
  Lynn University
  Boca Raton, FL
• 06/2011 → 09/2016
  The Montfort Academy
  Boca Raton/Mount Vernon, NY
• 06/2021 → Present
  Fidelity Investment
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-02-24
• S63 Uniform Securities Agent State Law Examination
  2022-06-29

Other Names

• Kierra Joy Coke