Kaitlyn Meyer

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-04-30
OH	RA	APPROVED	2026-04-28
TX	RA	APPROVED_RES	2026-04-27

KY RA
APPROVED

Since 2026-04-30
OH RA
APPROVED

Since 2026-04-28
TX RA
APPROVED_RES

Since 2026-04-27

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Northern Kentucky University Police Department	Highland Heights	KY	11/2021	09/2024
Cincinnati Art Museum	Cincinnati	OH	10/2015	11/2021
Fidelity Investments	Covington	KY	10/2024	Present
Fidelity Brokerage Services Llc	Covington	KY	03/2026	Present

11/2021 → 09/2024

Northern Kentucky University Police Department

Highland Heights, KY
10/2015 → 11/2021

Cincinnati Art Museum

Cincinnati, OH
10/2024 → Present

Fidelity Investments

Covington, KY
03/2026 → Present

Fidelity Brokerage Services Llc

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-30

S66 Uniform Combined State Law Examination

2026-03-30

View on SEC IAPD