Inactive

Kristin Lozano

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
MA	RA	APPROVED	2026-06-09
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2026-06-09
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Boston, MA • United States

245 Summer Street, Boston, MA 02210-1129 • 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
Seasons 52	Lone Tree	CO	09/2018	03/2019
Colonial Rose & Chapel	Stockton	CA	08/2015	07/2018
Market Tavern	Stockton	CA	10/2013	02/2017
Prime Table	Stockton	CA	12/2016	08/2018
Fidelity Investments	Denver	CO	03/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2018 → 03/2019

Seasons 52

Lone Tree, CO
08/2015 → 07/2018

Colonial Rose & Chapel

Stockton, CA
10/2013 → 02/2017

Market Tavern

Stockton, CA
12/2016 → 08/2018

Prime Table

Stockton, CA
03/2019 → Present

Fidelity Investments

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Denver, CO

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-01
S63	Uniform Securities Agent State Law Examination	2019-08-26

S66 Uniform Combined State Law Examination

2021-06-01
S63 Uniform Securities Agent State Law Examination

2019-08-26

Other Names

Kristin Renee Lozano
Kristin R Lozano

View on SEC IAPD

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