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Katherine Kerrigan

Strategic Advisers LLC

Portland, ME

Durham, ME

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Durham, ME • 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 Portland ME 06/2021 Present
Nike Freeport ME 09/2020 05/2021
Unemployment Topsham ME 06/2020 08/2020
Smith College Northampton MA 09/2018 05/2020
Unemployment Boston MA 06/2018 08/2018
Bowdoin College Brunswick ME 09/2017 05/2018
Kite Pharma Santa Monica CA 06/2017 08/2017
Bowdoin College Brunswick ME 09/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Portland, ME
  • 09/2020 → 05/2021
    Nike
    Freeport, ME
  • 06/2020 → 08/2020
    Unemployment
    Topsham, ME
  • 09/2018 → 05/2020
    Smith College
    Northampton, MA
  • 06/2018 → 08/2018
    Unemployment
    Boston, MA
  • 09/2017 → 05/2018
    Bowdoin College
    Brunswick, ME
  • 06/2017 → 08/2017
    Kite Pharma
    Santa Monica, CA
  • 09/2016 → 05/2017
    Bowdoin College
    Brunswick, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2021-11-12
Other Names
  • Katherine Rose Kerrigan
  • Katherine Kerrigan

View on SEC IAPD

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Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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