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Kathleen Stephens

Strategic Advisers LLC

Bethesda, MD

Bethesda, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bethesda, MD • United States

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • 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 Personal And Workplace Advisors Boston NY 06/2016 02/2019
Jpmorgan Chase Bank, N.A. New York NY 02/2019 07/2020
Jpmorgan Securities, Llc. New York NY 02/2019 07/2020
First Republic Securities Company, Llc New York NY 07/2020 08/2022
First Republic Investment Management, Inc. New York NY 07/2020 08/2022
Fidelity Investments Bethesda MD 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 02/2019
    Fidelity Personal And Workplace Advisors
    Boston, NY
  • 02/2019 → 07/2020
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 02/2019 → 07/2020
    Jpmorgan Securities, Llc.
    New York, NY
  • 07/2020 → 08/2022
    First Republic Securities Company, Llc
    New York, NY
  • 07/2020 → 08/2022
    First Republic Investment Management, Inc.
    New York, NY
  • 08/2022 → Present
    Fidelity Investments
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
  • 2020-07-31 → 2022-08-12
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2019-02-28 → 2020-08-06
    J.P. Morgan Securities Llc
    New York, NY
  • 2018-07-13 → 2019-03-22
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-05-07 → 2018-07-13
    Strategic Advisers Llc
    Bethesda, MD
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-15
S63 Uniform Securities Agent State Law Examination 2014-01-13
  • S66 Uniform Combined State Law Examination
    2015-04-15
  • S63 Uniform Securities Agent State Law Examination
    2014-01-13
Designations
Other Names
  • Kathleen E Hunsberger
  • Kathleen Elizabeth Hunsberger
  • Kathleen Hunsberger
  • Kathleen Elizabeth Stephens

View on SEC IAPD

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