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Inactive

Kati M. Nolan

Strategic Advisers LLC

Covington, KY

Crescent Springs, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Crescent Springs, KY • 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
Fidelity Investments Covington KY 03/2022 Present
Pandora Shops By Todd Kenwood OH 08/2021 02/2022
Dunkin' Independence KY 06/2021 07/2021
Pandora Crestview Hills KY 11/2017 06/2021
Ann's Hallmark Florence KY 02/2017 01/2018
Dairy Queen Fort Wright KY 06/2016 02/2017
High School Holy Cross Latonia KY 08/2014 05/2018
Northern Kentucky University Highland Heights KY 08/2018 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2021 → 02/2022
    Pandora Shops By Todd
    Kenwood, OH
  • 06/2021 → 07/2021
    Dunkin'
    Independence, KY
  • 11/2017 → 06/2021
    Pandora
    Crestview Hills, KY
  • 02/2017 → 01/2018
    Ann's Hallmark
    Florence, KY
  • 06/2016 → 02/2017
    Dairy Queen
    Fort Wright, KY
  • 08/2014 → 05/2018
    High School Holy Cross
    Latonia, KY
  • 08/2018 → 12/2021
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2022-12-05
Other Names
  • Kati Marie Nolan
  • Kati Nolan

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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