Kaitlyn Nicole Pugh

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

• 01/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 07/2022 → 01/2023
  Unemployed
  Cotulla, TX
• 08/2021 → 07/2022
  Payitforward Management Inc
  Los Angeles, CA
• 03/2021 → 05/2021
  Legends Country Club
  Stephenville, TX
• 05/2020 → 05/2021
  Somervell County
  Glen Rose, TX
• 09/2019 → 06/2020
  Christina'S American Table
  Granbury, TX
• 06/2019 → 08/2019
  Tarleton State University
  Stephenville, TX
• 01/2019 → 09/2019
  Cotton Patch Cafe
  Stephenville, TX
• 06/2018 → 02/2019
  Jj Hampton Realty
  Stephenville, TX
• 06/2018 → 08/2018
  Eddie Flynn Cutting Horses Lp
  Lipan, TX
• 02/2018 → 04/2018
  Stephens, Hoover, And Associates
  Stephenville, TX
• 08/2017 → 05/2021
  Tarleton State University
  Stephenville, TX
• 01/2013 → 02/2018
  Unemployed
  Mcdavid, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX

Other Businesses

OBA-108543|OrgNmn:Rodeo|Org Addr:Cotulla,Texas,US|OBA Nature:Rodeo / Barrel Racing|Invst Rel:N|Title:Barrel racer|Duties:Ride horses|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-06-16
• S63 Uniform Securities Agent State Law Examination
  2023-05-18

Other Names

• Kaitlyn Nicole Pugh
• Kaitlyn Pugh