Karolina Albertson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 04/2018
  Van Laack Lexington Inc.
  New York, NY
• 07/2017 → 08/2017
  Strategic Financial Solutions
  New York, NY
• 01/2018 → 04/2018
  Steve Newman Esq.
  New York, NY
• 07/2018 → 06/2020
  Public House Karolina Piecyk
  Gdansk
• 04/2018 → 07/2018
  Unemployed
  New York, NY
• 02/2019 → 05/2020
  Axa Advisors Llc
  New York, NY
• 06/2020 → Present
  Fidelity Brokerage Services Llc
  Paramus, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
• 2019-07-05 → 2020-06-19
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-05-24