Karsten K. Holbein

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 07/2020
  Blackrock
  Princeton, NJ
• 11/2014 → 07/2020
  Blackrock Investments, Llc
  Princeton, NJ
• 07/2020 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
• 2014-11-05 → 2020-07-17
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2010-07-07 → 2014-10-07
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ

Other Businesses

OBA-118247|OrgNmn:123 47th Street East LLC|Org Addr:Moorestown,New Jersey,US|OBA Nature:Real Estate rental company|Invst Rel:Y|Title:Member|Duties:My wife is handling most of the day to day activities of the business|StrtDt:03-10-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-06
• S63 Uniform Securities Agent State Law Examination
  2008-11-15

Other Names

• Karsten Holbein
• Karsten Kristoffer Holbein