Kersten A. Vamvakas

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

• 06/2018 → 04/2021
  Mass Mutual Life Insurance Company
  Shelton, CT
• 07/2019 → 04/2021
  Mml Investors Services
  Shelton, CT
• 08/2013 → 05/2017
  High Point University
  High Point, NC
• 05/2017 → 06/2018
  Primelending
  Shelton, CT
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stratford, CT
• 2020-06-11 → 2021-04-23
  Mml Investors Services, Llc
  Shelton, CT

Other Businesses

OBA-59299|OrgNmn:Children's Studio for the Performing Arts|Org Addr:Shelton,Connecticu,US|OBA Nature:gymnastics studio|Invst Rel:N|Title:Gymnastics Coach|Duties:coaching gymnastics|StrtDt:05-08-21|TotHrs/mon:18|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-05-28

Other Names

• Kersten Anne Grasso
• Kersten Grasso
• Kersten Vamvakas