Laura Kogen

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

• 07/2011 → Present
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Eastsound, WA
• 2010-07-15 → 2011-08-24
  Sand Hill Global Advisors, Llc

Other Businesses

OBA-15564|OrgNmn:Plum Berry Farm|Org Addr:Eastsound,Washington,US|OBA Nature:Small scale farming|Invst Rel:N|Title:Co-Owner|Duties:Tending fruit trees, harvest, processing fruit for drying and sale at farmstand|StrtDt:07-07-20|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11
• S63 Uniform Securities Agent State Law Examination
  2011-11-15
• S65 Uniform Investment Adviser Law Examination
  2010-07-13

Other Names

• Laura Grace Lee
• Laura Grace Kogen