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Kara Mikotowicz

Strategic Advisers LLC

York, PA

Towson, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

York, PA • United States

610 York Road, Towson, MD 21204-4102 • 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
T. Rowe Price Owings Mills MD 02/2019 11/2021
Shipley Energy York PA 05/2017 02/2019
Victoria's Secret York PA 08/2016 09/2017
York College Of Pennsylvania York PA 08/2014 05/2018
Securian Financial Services Saint Paul MN 12/2021 04/2022
Minnesota Life Insurance Company Saint Paul MN 11/2021 04/2022
American Wealth Strategy Group Lancaster PA 12/2021 04/2022
Dva Fixed Insurance Huntingdon Valley PA 12/2021 04/2022
Fidelity Investments Towson MD 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 11/2021
    T. Rowe Price
    Owings Mills, MD
  • 05/2017 → 02/2019
    Shipley Energy
    York, PA
  • 08/2016 → 09/2017
    Victoria's Secret
    York, PA
  • 08/2014 → 05/2018
    York College Of Pennsylvania
    York, PA
  • 12/2021 → 04/2022
    Securian Financial Services
    Saint Paul, MN
  • 11/2021 → 04/2022
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 12/2021 → 04/2022
    American Wealth Strategy Group
    Lancaster, PA
  • 12/2021 → 04/2022
    Dva Fixed Insurance
    Huntingdon Valley, PA
  • 04/2022 → Present
    Fidelity Investments
    Towson, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Towson, MD
  • 2021-12-21 → 2022-04-27
    Securian Financial Services, Inc.
    Lancaster, PA
  • 2019-05-08 → 2021-11-29
    T. Rowe Price Advisory Services, Inc.
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2019-05-06
Other Names
  • Kara Elizabeth Wright
  • Kara Elizabeth Mikotowicz

View on SEC IAPD

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