Kathryn E. Wheelwright

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

New York, NY • 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

Organization	City	State	From	To
Artco	Rexburg	ID	10/2016	10/2016
Da Pineapple Grill	Rexburg	ID	09/2016	09/2016
The Grand America Hotel	Salt Lake City	UT	07/2016	09/2016
Nordstrom	Salt Lake City	UT	06/2016	08/2016
Panera	Manhattan	KS	07/2013	06/2016
Unemployed	Rexburg	UT	10/2016	12/2016
Unemployed	Provo	UT	01/2017	10/2017
Fidelity Brokerage Services Llc	American Fork	UT	10/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → 10/2016

Artco

Rexburg, ID
09/2016 → 09/2016

Da Pineapple Grill

Rexburg, ID
07/2016 → 09/2016

The Grand America Hotel

Salt Lake City, UT
06/2016 → 08/2016

Nordstrom

Salt Lake City, UT
07/2013 → 06/2016

Panera

Manhattan, KS
10/2016 → 12/2016

Unemployed

Rexburg, UT
01/2017 → 10/2017

Unemployed

Provo, UT
10/2017 → Present

Fidelity Brokerage Services Llc

American Fork, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-11-17

S63 Uniform Securities Agent State Law Examination

2017-11-17

Designations

Other Names

Kathryn Elaine Parish
Kathryn Elaine Wheelwright
Kathryn Wheelwright

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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