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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-10
  • CO RA
    APPROVED
    Since 2024-05-10

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Investments Greenwood Village CO 02/2024 Present
Goldman Sachs Dallas TX 09/2013 02/2024
  • 02/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2013 → 02/2024
    Goldman Sachs
    Dallas, TX
Other Businesses

Member-manager of 2 non-investment related LLCs that are in process of dissolution in the State of Texas. Business Names: Frame It, LLC and In With The Old, LLC Investment-Related? No Business Address: 2208 Campbellcroft Drive, Lewisville, TX 75077 Nature of Businesses: Artwork (Frame It, LLC), Furniture Restoration and Decor (In With The Old, LLC) Start Date: April 2023 Hours Devoted to Business: 0 hours for both Frame It, LLC and In With The Old, LLC Duties: None - currently in process of dissolving LLCs in State of Texas - paperwork has already been filed with the Texas Secretary of State's office.

Designations
Other Names
  • Kevin A Winland

View on SEC IAPD

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