Kathryn Conley

Strategic Advisers LLC

Santa Monica, CA

Los Angeles, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-16
CA	RA	APPROVED	2025-11-04

TX RA
APPROVED

Since 2026-05-16
CA RA
APPROVED

Since 2025-11-04

Branch Locations

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States

Los Angeles, 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

Organization	City	State	From	To
Uc Berkeley Library	Berkeley	CA	07/2023	05/2025
Nashua School District	Nashua	NH	08/2009	05/2021
Hayward'S Ice Cream Merrimack	Merrimack	NH	03/2019	08/2022
Gpi Us Inc	Berkeley	CA	07/2024	06/2025
Uc Berkeley Study Abroad	Berkeley	CA	08/2024	05/2025
University Of California, Berkeley	Berkeley	CA	05/2021	05/2025
Fidelity Investments	Santa Monica	CA	06/2025	Present
College Contact	Berkeley	CA	07/2024	05/2025

07/2023 → 05/2025

Uc Berkeley Library

Berkeley, CA
08/2009 → 05/2021

Nashua School District

Nashua, NH
03/2019 → 08/2022

Hayward'S Ice Cream Merrimack

Merrimack, NH
07/2024 → 06/2025

Gpi Us Inc

Berkeley, CA
08/2024 → 05/2025

Uc Berkeley Study Abroad

Berkeley, CA
05/2021 → 05/2025

University Of California, Berkeley

Berkeley, CA
06/2025 → Present

Fidelity Investments

Santa Monica, CA
07/2024 → 05/2025

College Contact

Berkeley, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-09

S66 Uniform Combined State Law Examination

2025-10-09

View on SEC IAPD

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