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Karlan Sanders

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7433128

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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
FL RA APPROVED 2025-04-08
TX RA APPROVED 2025-04-04
  • FL RA
    APPROVED
    Since 2025-04-08
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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 Jacksonville FL 08/2021 Present
Petsmart Jacksonville FL 01/2008 08/2021
Florida State College Jacksonville FL 10/2014 08/2021
  • 08/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2008 → 08/2021
    Petsmart
    Jacksonville, FL
  • 10/2014 → 08/2021
    Florida State College
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2021-12-27
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-12-27
Other Names
  • Krystina Chong Sanders
  • Krystina Sanders

View on SEC IAPD

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Nearby Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY

Nearby Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL

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