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Kevin R. Stromfeld

Strategic Advisers LLC

Berkeley, CA

Berkeley, CA

Pleasant Hill, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

2120 University Ave, Berkeley, CA 94704-1026 • United States

Pleasant Hill, CA • 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
Fisher Investments San Mateo CA 03/2013 09/2018
Tiaa San Francisco CA 09/2018 06/2020
Fidelity Brokerage Services Berkeley CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → 09/2018
    Fisher Investments
    San Mateo, CA
  • 09/2018 → 06/2020
    Tiaa
    San Francisco, CA
  • 06/2020 → Present
    Fidelity Brokerage Services
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-24
S65 Uniform Investment Adviser Law Examination 2014-08-18
  • S66 Uniform Combined State Law Examination
    2018-10-24
  • S65 Uniform Investment Adviser Law Examination
    2014-08-18
Other Names
  • Kevin Reed Stromfeld

View on SEC IAPD

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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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