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Kelsie A. Kahn

Strategic Advisers LLC

Berkeley, CA

San Francisco, CA

Berkeley, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

San Francisco, CA • United States

2120 University Ave, Berkeley, CA 94704-1026 • 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
Charles Schwab & Co., Inc. Seattle WA 11/2013 04/2022
Charles Schwab Bank Seattle WA 11/2015 04/2022
Morgan Stanley San Francisco CA 04/2022 09/2023
Fidelity Investments Berkeley CA 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 04/2022
    Charles Schwab & Co., Inc.
    Seattle, WA
  • 11/2015 → 04/2022
    Charles Schwab Bank
    Seattle, WA
  • 04/2022 → 09/2023
    Morgan Stanley
    San Francisco, CA
  • 09/2023 → Present
    Fidelity Investments
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
  • 2022-05-10 → 2023-09-08
    Morgan Stanley
    San Francisco, CA
  • 2017-12-13 → 2022-05-03
    Charles Schwab & Co., Inc.
    Reno, NV
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-30
S63 Uniform Securities Agent State Law Examination 2016-07-06
  • S66 Uniform Combined State Law Examination
    2017-11-30
  • S63 Uniform Securities Agent State Law Examination
    2016-07-06
Other Names
  • Kelsie Ann Kahn
  • Kelsie Ann Garcia Kahn
  • Kelsie A Kahn

View on SEC IAPD

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Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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