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Katlin Klamo

Strategic Advisers LLC

Cincinnati, OH

Newport, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Newport, KY • 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
Education At Work Cincinnati OH 02/2016 05/2017
Unemployed Cincinnati OH 05/2017 06/2017
Fidelity Brokerage Services Llc Covington KY 06/2017 06/2018
Hobby Lobby Eastgate OH 02/2013 07/2018
Fidelity Brokerage Services Llc Center Valley PA 06/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 05/2017
    Education At Work
    Cincinnati, OH
  • 05/2017 → 06/2017
    Unemployed
    Cincinnati, OH
  • 06/2017 → 06/2018
    Fidelity Brokerage Services Llc
    Covington, KY
  • 02/2013 → 07/2018
    Hobby Lobby
    Eastgate, OH
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-08
  • S66 Uniform Combined State Law Examination
    2019-02-08
Other Names
  • Katlin Paige Watson
  • Katlin P Watson

View on SEC IAPD

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Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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