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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-16
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2026-03-16
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Broomfield, CO • United States

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • 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
Fidelity Brokerage Services Llc Naples FL 06/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → Present
    Fidelity Brokerage Services Llc
    Naples, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-89097|OrgNmn:KB Squared LLC|Org Addr:Denver,Colorado,US|OBA Nature:Real estate holding company|Invst Rel:Y|Title:Managing member|Duties:Annual filing with the state|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-98383|OrgNmn:Family Jewels Trust of XK2 LLC|Org Addr:Naples,Florida,US|OBA Nature:Entity for real estate holding|Invst Rel:Y|Title:Managing member|Duties:Working with real estate agent and property management company to find / manage annual tenants.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-12
S65 Uniform Investment Adviser Law Examination 2011-12-05
  • S63 Uniform Securities Agent State Law Examination
    2013-08-12
  • S65 Uniform Investment Adviser Law Examination
    2011-12-05
Other Names
  • Kevin F Brachle
  • Kevin Fitzgerald Brachle

View on SEC IAPD

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