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Alison Frances Kahl

Strategic Advisers LLC

Chestnut Hill, MA

Cambridge, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Cambridge, MA • 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
Fidelity Brokerage Services Llc Westlake OH 05/2019 Present
Principal Global Investors New York NY 05/2018 08/2018
Robeks Westlake OH 07/2013 05/2018
Unemployed Avon OH 08/2018 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, OH
  • 05/2018 → 08/2018
    Principal Global Investors
    New York, NY
  • 07/2013 → 05/2018
    Robeks
    Westlake, OH
  • 08/2018 → 05/2019
    Unemployed
    Avon, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
S63 Uniform Securities Agent State Law Examination 2019-11-15
  • S66 Uniform Combined State Law Examination
    2020-11-20
  • S63 Uniform Securities Agent State Law Examination
    2019-11-15

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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