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Kathleen Brandao

Strategic Advisers LLC

Los Angeles, CA

El Segundo, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Los Angeles, CA • United States

2009 Park Place, El Segundo, CA 90245-4754 • 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
Td Ameritrade Columbia MD 06/2018 06/2020
Td Bank Braintree MA 01/2016 06/2018
Fidelity Investments Los Angeles CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 06/2020
    Td Ameritrade
    Columbia, MD
  • 01/2016 → 06/2018
    Td Bank
    Braintree, MA
  • 06/2020 → Present
    Fidelity Investments
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
  • 2018-10-08 → 2020-07-03
    Td Ameritrade, Inc.
    Columbia, MD
    Thousand Oaks, CA
  • 2018-10-08 → 2020-07-03
    Td Ameritrade Investment Management, Llc
    Columbia, MD
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-05
  • S66 Uniform Combined State Law Examination
    2018-10-05
Other Names
  • Kathleen Brandao
  • Kathleen Ortlieb Brandao

View on SEC IAPD

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