Kourtney L. Clarke

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31

Branch Locations

Branchburg, NJ • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	New Brunswick	NJ	07/2016	12/2018
Wells Fargo Advisors Financial Network, Llc	Warren	NJ	08/2019	04/2020
Unemployed	Branchburg	NJ	12/2018	07/2019
Unemployed	Branchburg	NJ	04/2020	06/2021
Fidelity Investments	Merrimack	NH	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 12/2018

Morgan Stanley Smith Barney Llc

New Brunswick, NJ
08/2019 → 04/2020

Wells Fargo Advisors Financial Network, Llc

Warren, NJ
12/2018 → 07/2019

Unemployed

Branchburg, NJ
04/2020 → 06/2021

Unemployed

Branchburg, NJ
06/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Branchburg, NJ
2019-08-02 → 2020-04-29

Wells Fargo Advisors Financial Network, Llc

Warren, NJ
2016-07-18 → 2018-12-20

Morgan Stanley

Morristown, NJ
2013-05-23 → 2016-07-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

Pennington, NJ

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-05-22

S66 Uniform Combined State Law Examination

2013-05-22

Other Names

Kourtney Lyn Clarke
Kourtney Lyn Clarke
Kourtney Clarke

View on SEC IAPD

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