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Karl Ferazzi

Strategic Advisers LLC

Henderson, NV

Las Vegas, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Las Vegas, NV • 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
City Of Henderson Henderson NV 11/2023 03/2024
Morgan Stanley & Co., Incorporated Las Vegas NV 04/2007 09/2018
Clark County Las Vegas NV 06/2023 03/2024
Fidelity Investments Henderson NV 03/2022 01/2023
Morgan Stanley Private Bank, N.A. New York NY 09/2018 06/2021
Fidelity Investments Henderson NV 08/2021 03/2022
Fidelity Investments Henderson NV 01/2023 06/2023
Morgan Stanley Gilbert AZ 06/2021 08/2021
Fidelity Investments Henderson NV 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → 03/2024
    City Of Henderson
    Henderson, NV
  • 04/2007 → 09/2018
    Morgan Stanley & Co., Incorporated
    Las Vegas, NV
  • 06/2023 → 03/2024
    Clark County
    Las Vegas, NV
  • 03/2022 → 01/2023
    Fidelity Investments
    Henderson, NV
  • 09/2018 → 06/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2021 → 03/2022
    Fidelity Investments
    Henderson, NV
  • 01/2023 → 06/2023
    Fidelity Investments
    Henderson, NV
  • 06/2021 → 08/2021
    Morgan Stanley
    Gilbert, AZ
  • 03/2024 → Present
    Fidelity Investments
    Henderson, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Henderson, NV
  • 2021-09-13 → 2023-06-15
    Fidelity Personal And Workplace Advisors
    Henderson, NV
  • 2009-06-01 → 2021-08-24
    Morgan Stanley
    Las Vegas, NV
    Gilbert, AZ
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Las Vegas, NV
  • 2005-11-15 → 2007-04-02
    Morgan Stanley Dw Inc.
    Las Vegas, NV
    Las Vegas, NV
Other Businesses

OBA-107493|OrgNmn:City of Henderson|Org Addr:Henderson,Nevada,US|OBA Nature:City of Henderson, NV|Invst Rel:N|Title:Employee|Duties:City of Henderson, NV park maintenance|StrtDt:11-03-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-12
  • S66 Uniform Combined State Law Examination
    2005-11-12
Other Names
  • Karl Ferazzi
  • Karl Allen Ferazzi

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
CHARLES SCHWAB & CO., INC.

Other Investors

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Farhad Kalanaki
Madhu sudan Sharma
Daniel Carvallo
LIZETTE LARA
Adam William Turek
Markus William Gamett
TROY DUKE ERWIN

Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
CHARLES SCHWAB & CO., INC. · Henderson, NV

More in Henderson, NV

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