Kaishonta Yvette Bonadie

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

• 12/2015 → 10/2019
  Morgan Stanley
  Pasadena, CA
• 10/2019 → Present
  Fidelity Investments
  Rancho Cucamonga, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seal Beach, CA
• 2016-03-03 → 2019-10-07
  Morgan Stanley
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-03-03

Other Names

• Kay Yvette Stockdale
• Kaishonta Yvette Stockdale
• Kay Bonadie
• Kaishonta Bonadie
• Kaishonta Yvette Bonadie