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Kimberly Renee Osowsky

Strategic Advisers LLC

Trophy Club, TX

Westlake, 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

Trophy Club, TX • United States

Two Destiny Way, Westlake, TX 76262-8100 • 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
Northwest Isd - Lakeview Elementary Trophy Club TX 08/2012 05/2022
The Conference Exchange (Confex) Cumberland RI 06/2022 12/2022
Fidelity Investments Southlake TX 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 05/2022
    Northwest Isd - Lakeview Elementary
    Trophy Club, TX
  • 06/2022 → 12/2022
    The Conference Exchange (Confex)
    Cumberland, RI
  • 02/2023 → Present
    Fidelity Investments
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-12
S63 Uniform Securities Agent State Law Examination 2023-06-06
  • S66 Uniform Combined State Law Examination
    2024-03-12
  • S63 Uniform Securities Agent State Law Examination
    2023-06-06
Other Names
  • Kimberly Renee Osowsky
  • Kimberly Renee Frick
  • Kimberly Osowsky

View on SEC IAPD

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