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Kun Woo Kim

Strategic Advisers LLC

Westlake, TX

Fort Worth, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, TX • 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
Mk's Sushi Fort Worth TX 09/2019 01/2021
Merieux Nutrisciences Arlington TX 09/2020 07/2022
N/A Fort Worth TX 05/2016 09/2019
Fidelity Investments Westlake TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 01/2021
    Mk's Sushi
    Fort Worth, TX
  • 09/2020 → 07/2022
    Merieux Nutrisciences
    Arlington, TX
  • 05/2016 → 09/2019
    N/A
    Fort Worth, TX
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-22
  • S66 Uniform Combined State Law Examination
    2022-12-22

View on SEC IAPD

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EDWARD WHALEN
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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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