Kurtis Frederick Kallien

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OR RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Beaverton, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Scottrade	Salem	OR	10/2004	03/2018
Fidelity Brokerage Services Llc	Tigard	OR	10/2018	Present
Unemployed	Beaverton	OR	03/2018	10/2018
Fidelity Investments	Boston	MA	03/2025	Present

10/2004 → 03/2018

Scottrade

Salem, OR
10/2018 → Present

Fidelity Brokerage Services Llc

Tigard, OR
03/2018 → 10/2018

Unemployed

Beaverton, OR
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-11-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tigard, OR
2017-08-04 → 2018-03-08

Scottrade Investment Management

Saint Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-27
S63	Uniform Securities Agent State Law Examination	1996-03-21

S66 Uniform Combined State Law Examination

2017-06-27
S63 Uniform Securities Agent State Law Examination

1996-03-21

Designations

Other Names

Kurt Kallien
Kurtis Frederick Kallien
Kurtis Kallien

View on SEC IAPD

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