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Kayla Franco

Strategic Advisers LLC

Monterey, CA

Santa Cruz, 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 2026-06-15
TX RA APPROVED_RES 2026-06-15
  • CA RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED_RES
    Since 2026-06-15

Branch Locations

553 Munras Ave, Monterey, CA 93940-3004 • United States

Santa Cruz, CA • 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
Unemployed West Palm Beach FL 04/2025 04/2026
Fidelity Investments Monterey CA 05/2026 Present
Landry'S Inc. Anaheim CA 10/2015 03/2020
Equitable Advisors Los Angeles CA 07/2019 05/2025
The Baldwin Group Irvine CA 01/2022 03/2025
  • 04/2025 → 04/2026
    Unemployed
    West Palm Beach, FL
  • 05/2026 → Present
    Fidelity Investments
    Monterey, CA
  • 10/2015 → 03/2020
    Landry'S Inc.
    Anaheim, CA
  • 07/2019 → 05/2025
    Equitable Advisors
    Los Angeles, CA
  • 01/2022 → 03/2025
    The Baldwin Group
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-24
  • S66 Uniform Combined State Law Examination
    2020-06-24
Other Names
  • Kayla Rose Franco
  • Kayla Rose Franco
  • Kayla Franco

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
EDWARD JONES · Monterey, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA
FIRST COMMAND ADVISORY SERVICES · Monterey, CA
MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA
DEL MONTE CAPITAL, INC. · MONTEREY, CA
MORGAN STANLEY · Monterey, CA
THREE SHEEP WEALTH MANAGEMENT, LLC · MONTEREY, CA

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