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Katherine Emily An

Strategic Advisers LLC

Pasadena, CA

San Marino, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-13
CA RA APPROVED 2025-07-31
  • TX RA
    APPROVED
    Since 2026-03-13
  • CA RA
    APPROVED
    Since 2025-07-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

San Marino, 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
University Of California, Santa Barbara Santa Barbara CA 09/2020 06/2024
Christina Benedict Md Inc Arcadia CA 02/2025 05/2025
San Marino High School San Marino CA 09/2016 06/2020
Bean Sprouts Cafe Pasadena CA 06/2022 09/2022
Bean Sprouts Cafe Pasadena CA 06/2021 08/2021
Unemployed San Marino CA 06/2024 02/2025
Fidelity Investments Pasadena CA 05/2025 Present
Unemployed San Marino CA 06/2020 09/2020
Unemployed San Marino CA 06/2015 09/2016
  • 09/2020 → 06/2024
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 02/2025 → 05/2025
    Christina Benedict Md Inc
    Arcadia, CA
  • 09/2016 → 06/2020
    San Marino High School
    San Marino, CA
  • 06/2022 → 09/2022
    Bean Sprouts Cafe
    Pasadena, CA
  • 06/2021 → 08/2021
    Bean Sprouts Cafe
    Pasadena, CA
  • 06/2024 → 02/2025
    Unemployed
    San Marino, CA
  • 05/2025 → Present
    Fidelity Investments
    Pasadena, CA
  • 06/2020 → 09/2020
    Unemployed
    San Marino, CA
  • 06/2015 → 09/2016
    Unemployed
    San Marino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28
Other Names
  • Katherine An

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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