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Kendall E. Stice

Strategic Advisers LLC

Loomis, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-13
  • CA RA
    APPROVED
    Since 2026-05-13

Branch Locations

Loomis, CA • 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 Salt Lake City UT 11/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Edgewood, KY
  • 2016-02-02 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Covington, KY
    Covington, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-22
S63 Uniform Securities Agent State Law Examination 2013-09-10
  • S66 Uniform Combined State Law Examination
    2016-01-22
  • S63 Uniform Securities Agent State Law Examination
    2013-09-10
Other Names
  • Kendall Stice
  • Kendall Evan Stice

View on SEC IAPD

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Other Investors

CHRISTOPHER MICHAEL SHUBA
WALTER ANTHONY ROMATOWSKI
RANDOLPH ALAN ELDER
JAMES JENSEN SCHERER
RYAN CHRISTOPHER DEMARTINI
Sharla Renee Nichols Caves
Michael Bandy
WAYNE KENJI MIZUNO

Other Offices

CLEAR CREEK FINANCIAL MANAGEMENT, LLC · Loomis, CA
CASTELLAN FINANCIAL ADVISORS · NEWCASTLE, CA
RANDOLPH ELDER, CFP · LOOMIS, CA
RANDOLPH ELDER, CFP · LOOMIS, CA
LPL FINANCIAL LLC · LOOMIS, CA
JC FINANCIAL SERVICES · LOOMIS, CA
EDWARD JONES · LOOMIS, CA
WELLS FARGO CLEARING SERVICES, LLC · LOOMIS, CA

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