Panagiota Zenovia Karalis

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

• 10/2010 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-8434|OrgNmn:Sandpiper Gift Shop|Org Addr:Daytona Be,Florida,US|OBA Nature:Retail store (gifts, t-shirts,|Invst Rel:N|Title:Vice President|Duties:None- this is only for a contingency situation if something were to happen to my mother.|StrtDt:09-13-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-05-24
• S63 Uniform Securities Agent State Law Examination
  2011-01-13

Other Names

• Panagiota Karalis
• Penny Karalis
• Pana Karalis
• Yiota Kudelka
• Panagiota Kudelka
• Panagiota Zenovia Kudelka
• Panagiota Zenovia Stone