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Kristie Ingle

Strategic Advisers LLC

Marietta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Marietta, GA • 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
Edward Jones St Louis MO 03/2019 12/2020
Purchasing Power Atlanta GA 07/2017 02/2019
Autotrader/Cox Automotive Atlanta GA 08/2014 12/2016
Chick-Fil-A Kennesaw GA 01/2017 07/2017
Valic Financial Advisors, Inc Atlanta GA 12/2020 06/2021
Edward Jones St Louis MO 06/2021 03/2023
World Equity Group Marietta GA 03/2023 03/2023
Nicholas Wealth Management Marietta GA 03/2023 12/2023
Fidelity Investments Merrimack NH 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 12/2020
    Edward Jones
    St Louis, MO
  • 07/2017 → 02/2019
    Purchasing Power
    Atlanta, GA
  • 08/2014 → 12/2016
    Autotrader/Cox Automotive
    Atlanta, GA
  • 01/2017 → 07/2017
    Chick-Fil-A
    Kennesaw, GA
  • 12/2020 → 06/2021
    Valic Financial Advisors, Inc
    Atlanta, GA
  • 06/2021 → 03/2023
    Edward Jones
    St Louis, MO
  • 03/2023 → 03/2023
    World Equity Group
    Marietta, GA
  • 03/2023 → 12/2023
    Nicholas Wealth Management
    Marietta, GA
  • 12/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-10
  • S66 Uniform Combined State Law Examination
    2019-05-10
Other Names
  • Kristie Leigh Hass
  • Kristie Leigh Ingle
  • Kristie Ingle

View on SEC IAPD

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