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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bay Village, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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
Principal Funds Distributor, Inc. Des Moines IA 03/2014 12/2017
T Rowe Price Baltimore MD 01/2018 09/2019
You Say Kennedy Llc Bay Village OH 10/2019 06/2021
Fidelity Investments Woodmere Village OH 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 12/2017
    Principal Funds Distributor, Inc.
    Des Moines, IA
  • 01/2018 → 09/2019
    T Rowe Price
    Baltimore, MD
  • 10/2019 → 06/2021
    You Say Kennedy Llc
    Bay Village, OH
  • 07/2021 → Present
    Fidelity Investments
    Woodmere Village, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-27
  • S66 Uniform Combined State Law Examination
    2005-07-27
Other Names
  • Cindy K Horn
  • Cynthia K Horn
  • Cynthia Kay Horn

View on SEC IAPD

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