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Kevin Pitkin

Strategic Advisers LLC

Brooklyn, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Brooklyn, NY • United States

13A W 61St St, New York, NY 10023-0000 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 09/2017 11/2018
Internet Matrix San Diego CA 06/2015 09/2017
Bank Of America, N.A. San Diego CA 02/2018 11/2018
Td Ameritrade San Diego CA 01/2019 02/2020
Travel International CA 11/2018 01/2019
Fidelity Investments New York NY 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 11/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Diego, CA
  • 06/2015 → 09/2017
    Internet Matrix
    San Diego, CA
  • 02/2018 → 11/2018
    Bank Of America, N.A.
    San Diego, CA
  • 01/2019 → 02/2020
    Td Ameritrade
    San Diego, CA
  • 11/2018 → 01/2019
    Travel
    International, CA
  • 05/2020 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-24
  • S66 Uniform Combined State Law Examination
    2022-06-24
Other Names
  • Kevin Pitkin
  • Kevin Campbell Pitkin

View on SEC IAPD

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