Best Investors Account Sign in

Katharina Mckenzie Snyder

Strategic Advisers LLC

Knoxville, TN

Knoxville, TN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-14
TX RA APPROVED 2025-07-14
  • TN RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

11513 Parkside Drive, Knoxville, TN 37934-1976 • United States

Knoxville, TN • 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 Knoxville TN 06/2023 Present
State Farm Knoxville TN 04/2023 06/2023
Northwestern Mutual Knoxville TN 06/2022 02/2023
Regions Bank Knoxville TN 04/2019 06/2022
Adt Knoxville TN 03/2019 04/2019
Tnbank Knoxville TN 01/2018 10/2018
Us Bank Seymour TN 07/2016 01/2018
Unemployed Unemployed TN 10/2018 03/2019
Unemployed Unemployed TN 02/2023 04/2023
  • 06/2023 → Present
    Fidelity Investments
    Knoxville, TN
  • 04/2023 → 06/2023
    State Farm
    Knoxville, TN
  • 06/2022 → 02/2023
    Northwestern Mutual
    Knoxville, TN
  • 04/2019 → 06/2022
    Regions Bank
    Knoxville, TN
  • 03/2019 → 04/2019
    Adt
    Knoxville, TN
  • 01/2018 → 10/2018
    Tnbank
    Knoxville, TN
  • 07/2016 → 01/2018
    Us Bank
    Seymour, TN
  • 10/2018 → 03/2019
    Unemployed
    Unemployed, TN
  • 02/2023 → 04/2023
    Unemployed
    Unemployed, TN
Other Businesses

OBA-119859|OrgNmn:Doordash|Org Addr:Knoxville,Tennessee,US|OBA Nature:Doordash |Invst Rel:N|Title:dasher|Duties:delivery services |StrtDt:06-05-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
S63 Uniform Securities Agent State Law Examination 2024-02-09
  • S66 Uniform Combined State Law Examination
    2025-05-19
  • S63 Uniform Securities Agent State Law Examination
    2024-02-09
Other Names
  • Katharina Mckenzie Snyder
  • Katharina M Snyder

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS
LPL FINANCIAL LLC

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

More in Knoxville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor