Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Newcastle, WA • 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
Overlake Hospital Bellevue WA 09/2018 06/2021
Evergreen Hospital Kirkland WA 10/2016 08/2018
Homemaking Bellevue WA 06/2016 10/2016
Travel Seoul 06/2021 07/2021
Fidelity Investments Tukwila WA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 06/2021
    Overlake Hospital
    Bellevue, WA
  • 10/2016 → 08/2018
    Evergreen Hospital
    Kirkland, WA
  • 06/2016 → 10/2016
    Homemaking
    Bellevue, WA
  • 06/2021 → 07/2021
    Travel
    Seoul
  • 07/2021 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-06
  • S66 Uniform Combined State Law Examination
    2022-01-06
Other Names
  • Katie Han

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor