Catherine Marie Link

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 03/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2019 → 08/2022
  Wiggins Shredding & Property Management Group
  West Chester, PA
• 01/2015 → 03/2019
  Philadelphia Symmetry
  Hilltown, PA
• 10/2003 → 08/2017
  Hatfield Ice World, Inc
  Colmar, PA
• 04/2019 → 05/2019
  Unemployed
  West Chester, PA
• 02/2021 → 03/2023
  Pny Sports Arena
  West Chester, PA
• 03/2023 → Present
  Fidelity Investments
  West Chester, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Chester, PA
• 2022-09-29 → 2023-03-23
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Other Businesses

OBA-97530|OrgNmn:PNY Sports Arena|Org Addr:West Chest,Pennsylvan,US|OBA Nature:Ice Skating|Invst Rel:N|Title:Instructor|Duties:Teaching ice skating lessons|StrtDt:02-20-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-09-27

Other Names

• Catherine Marie Link
• Kati Marie Link