Best Investors Account Sign in

Kimberly Peyton Parks

Strategic Advisers LLC

Charlottesville, VA

CRD 7136577

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Charlottesville, VA • 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
The Wheelhouse Bristol TN 05/2016 07/2018
University Of Virginia Charlottesville VA 08/2015 05/2019
Fidelity Investments Winston-Salem NC 06/2019 08/2020
United Way Charlottesville VA 10/2018 04/2019
Startengine Primary, Llc Burbank CA 04/2022 11/2022
Fidelity Investments Charlotte NC 02/2023 Present
Fidelity Investments Winston-Salem NC 08/2020 04/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 07/2018
    The Wheelhouse
    Bristol, TN
  • 08/2015 → 05/2019
    University Of Virginia
    Charlottesville, VA
  • 06/2019 → 08/2020
    Fidelity Investments
    Winston-Salem, NC
  • 10/2018 → 04/2019
    United Way
    Charlottesville, VA
  • 04/2022 → 11/2022
    Startengine Primary, Llc
    Burbank, CA
  • 02/2023 → Present
    Fidelity Investments
    Charlotte, NC
  • 08/2020 → 04/2022
    Fidelity Investments
    Winston-Salem, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlottesville, VA
    Winston-Salem, NC
  • 2020-09-09 → 2022-05-02
    Fidelity Personal And Workplace Advisors
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-28
  • S66 Uniform Combined State Law Examination
    2019-09-28
Other Names
  • Kimberly Peyton Parks
  • Kimberly Parks

View on SEC IAPD

More in Charlottesville, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor