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Kristen Shutt

Strategic Advisers LLC

Reading, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Reading, MA • United States

155 Congress St, Boston, MA 02110-2511 • 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
Pinnacle Private Wealth Llc Woburn MA 02/2012 09/2020
Fidelity Brokerage Services Inc Boston MA 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 09/2020
    Pinnacle Private Wealth Llc
    Woburn, MA
  • 09/2020 → Present
    Fidelity Brokerage Services Inc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-25
S65 Uniform Investment Adviser Law Examination 1996-05-24
S63 Uniform Securities Agent State Law Examination 1991-11-05
  • S66 Uniform Combined State Law Examination
    2021-01-25
  • S65 Uniform Investment Adviser Law Examination
    1996-05-24
  • S63 Uniform Securities Agent State Law Examination
    1991-11-05
Other Names
  • Kristen Nicole Kulesza
  • Kristen Nicole Shutt
  • Kristen N Shutt
  • Kristen Shutt

View on SEC IAPD

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