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Kayla Marie Karpacz

Strategic Advisers LLC

Burlington, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Boston, MA • 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 Brokerage Services Llc Merrimack NH 09/2018 Present
Opinions 4 Good Portsmouth NH 05/2016 05/2017
Northwoods Software Nashua NH 05/2017 05/2018
Unh Survey Center Durham NH 03/2018 05/2018
Unh Athletics Durham NH 09/2017 05/2018
University Of New Hampshire Durham NH 08/2014 05/2018
Unemployed Nashua NH 06/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 05/2016 → 05/2017
    Opinions 4 Good
    Portsmouth, NH
  • 05/2017 → 05/2018
    Northwoods Software
    Nashua, NH
  • 03/2018 → 05/2018
    Unh Survey Center
    Durham, NH
  • 09/2017 → 05/2018
    Unh Athletics
    Durham, NH
  • 08/2014 → 05/2018
    University Of New Hampshire
    Durham, NH
  • 06/2018 → 09/2018
    Unemployed
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-05
S63 Uniform Securities Agent State Law Examination 2019-01-09
  • S66 Uniform Combined State Law Examination
    2020-06-05
  • S63 Uniform Securities Agent State Law Examination
    2019-01-09
Other Names
  • Kayla Marie Farren
  • Kayla Farren

View on SEC IAPD

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Other Investors

Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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