Krystine Joy Botkin

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

• 07/2013 → Present
  Fidelity Investments
  Tucson, AZ
• 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
  Tucson, AZ
  Tucson, AZ
• 2015-07-28 → 2018-07-13
  Strategic Advisers Llc
  Tucson, AZ
  Tucson, AZ

Other Businesses

OBA-130697|OrgNmn:KJ Legacy LLC|Org Addr:Tucson,Arizona,US|OBA Nature:Real Estate (Rentals) |Invst Rel:Y|Title:Partner|Duties:Managing property |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-122855|OrgNmn:Kids of Steele |Org Addr:Tucson,Arizona,US|OBA Nature:Non Prpfit group of females wo|Invst Rel:N|Title:General Board Member |Duties:include attending monthly board meetings, be assigned to a committee your first year, and helping with raffle and sponsorship obligations|StrtDt:01-01-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2015-05-26
• S63 Uniform Securities Agent State Law Examination
  2013-06-01

Other Names

• Krystine Joy Botkin
• Krystine Joy Harrison