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Keianna Watt

Strategic Advisers LLC

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Portland, OR • 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
Waddell And Reed Inc Vancouver WA 05/2019 07/2021
Unemploymed Portland OR 10/2018 05/2019
Verizon Wireless Portland OR 08/2014 10/2018
Colleen Lenard Vancouver WA 05/2019 07/2021
Lpl Financial Llc Vancouver WA 07/2021 04/2022
Keybank Portland OR 04/2022 02/2023
Key Investment Services Portland OR 06/2022 02/2023
Fidelity Investments Westlake TX 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 07/2021
    Waddell And Reed Inc
    Vancouver, WA
  • 10/2018 → 05/2019
    Unemploymed
    Portland, OR
  • 08/2014 → 10/2018
    Verizon Wireless
    Portland, OR
  • 05/2019 → 07/2021
    Colleen Lenard
    Vancouver, WA
  • 07/2021 → 04/2022
    Lpl Financial Llc
    Vancouver, WA
  • 04/2022 → 02/2023
    Keybank
    Portland, OR
  • 06/2022 → 02/2023
    Key Investment Services
    Portland, OR
  • 02/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
  • 2022-06-27 → 2023-02-07
    Key Investment Services Llc
    Portland, OR
    Brooklyn, OH
  • 2021-10-25 → 2022-04-14
    Lpl Financial Llc
    Seattle, WA
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2020-11-13
Other Names
  • Keianna Shaniece Watt
  • Keianna Watt

View on SEC IAPD

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