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Kristin N. Borges

Strategic Advisers LLC

Bridgewater, NJ

Somerville, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States

Somerville, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Morristown NJ 09/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Brokerage Services Llc
    Morristown, NJ
  • 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
    Bridgewater, NJ
    Somerville, NJ
  • 2016-05-11 → 2018-07-13
    Strategic Advisers Llc
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-31
S63 Uniform Securities Agent State Law Examination 2015-01-12
  • S66 Uniform Combined State Law Examination
    2016-03-31
  • S63 Uniform Securities Agent State Law Examination
    2015-01-12
Other Names
  • Kristin N Cook
  • Kristin Nicole Cook
  • Kristin Nicole Borges

View on SEC IAPD

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DANIEL JOSEPH LOMBARDOZZI
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JOSEPH KEVIN WHITE

Other Offices

PARADIGM WEALTH ADVISORY LLC · BRIDGEWATER, NJ
PARADIGM INVESTMENT ADVISORY, LLC · BRIDGEWATER, NJ
LPL FINANCIAL LLC · BRIDGEWATER, NJ
NOVEM GROUP · East Bridgewater, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bridgewater, NJ
HORNOR, TOWNSEND & KENT, LLC · SOMERVILLE, NJ
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · SOMERVILLE, NJ
LPL FINANCIAL LLC · SOMERVILLE, NJ

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