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Karen Leah Kline

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

Pasadena, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-04-16
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

Pasadena, 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
School Los Angeles CA 12/2011 05/2021
Nordstrom Los Angeles CA 02/2019 04/2019
Enroute Tel Aviv 06/2019 08/2019
Thetaray Tel Aviv 09/2020 01/2021
Facebook Menlo Park CA 05/2021 07/2021
Unemployed Los Angeles CA 09/2021 10/2021
Fidelity Investments New York NY 11/2021 Present
Tamid Group Los Angeles CA 12/2019 01/2021
Rovio Entertainment Los Angeles CA 04/2018 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2011 → 05/2021
    School
    Los Angeles, CA
  • 02/2019 → 04/2019
    Nordstrom
    Los Angeles, CA
  • 06/2019 → 08/2019
    Enroute
    Tel Aviv
  • 09/2020 → 01/2021
    Thetaray
    Tel Aviv
  • 05/2021 → 07/2021
    Facebook
    Menlo Park, CA
  • 09/2021 → 10/2021
    Unemployed
    Los Angeles, CA
  • 11/2021 → Present
    Fidelity Investments
    New York, NY
  • 12/2019 → 01/2021
    Tamid Group
    Los Angeles, CA
  • 04/2018 → 05/2018
    Rovio Entertainment
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-14
  • S66 Uniform Combined State Law Examination
    2022-09-14

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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