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Karen Marion Hersum

Strategic Advisers LLC

Saunderstown, RI

Smithfield, RI

CRD 7402517

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-04-22
TX RA APPROVED 2025-04-22
  • RI RA
    APPROVED
    Since 2025-04-22
  • TX RA
    APPROVED
    Since 2025-04-22

Branch Locations

Saunderstown, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 06/2021 Present
Homesmart Professionals Real Estate Warwick RI 10/2014 05/2021
  • 06/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 10/2014 → 05/2021
    Homesmart Professionals Real Estate
    Warwick, RI
Other Businesses

OBA-60451|OrgNmn:REMAX Revolution RI|Org Addr:Warwick,Rhode Isla,US|OBA Nature:real estate brokerage|Invst Rel:Y|Title:Independent Contractor|Duties:Assisting family & friends with buying & selling residential property on weekends, beyond securities trading hours|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-18
S63 Uniform Securities Agent State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2025-04-18
  • S63 Uniform Securities Agent State Law Examination
    2022-05-09
Other Names
  • Karen Marion Hersum
  • Karen Sweet
  • Karen Hersum

View on SEC IAPD

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