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Kent Kluba

Strategic Advisers LLC

Cary, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cary, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC 08/2015 06/2022
Bank Of America, B.A. Cary NC 11/2015 06/2022
Bank Of America, N.A. Durham NC 11/2015 06/2022
Fidelity Investments Durham NC 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 06/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cary, NC
  • 11/2015 → 06/2022
    Bank Of America, B.A.
    Cary, NC
  • 11/2015 → 06/2022
    Bank Of America, N.A.
    Durham, NC
  • 06/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-14
S65 Uniform Investment Adviser Law Examination 2014-11-19
S63 Uniform Securities Agent State Law Examination 2010-11-20
  • S66 Uniform Combined State Law Examination
    2015-11-14
  • S65 Uniform Investment Adviser Law Examination
    2014-11-19
  • S63 Uniform Securities Agent State Law Examination
    2010-11-20
Other Names
  • Kent Thomas Kluba
  • Kent Kluba

View on SEC IAPD

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