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Kristine Lynn Takacs

Strategic Advisers LLC

Campbell, CA

Palo Alto, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Campbell, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Affordable Treasures Los Gatos CA 09/2014 09/2019
Fidelity Brokerage Services Llc Palo Alto CA 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 09/2019
    Affordable Treasures
    Los Gatos, CA
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-21
S63 Uniform Securities Agent State Law Examination 2020-05-29
  • S65 Uniform Investment Adviser Law Examination
    2020-08-21
  • S63 Uniform Securities Agent State Law Examination
    2020-05-29
Other Names
  • Kristy Takacs

View on SEC IAPD

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