Kara Lynn Hopkins

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

• 02/2022 → 05/2022
  Data Recognition
  Maple Grove, MN
• 01/2022 → 01/2022
  Unemployed
  Philadelphia, PA
• 06/2019 → 11/2021
  Ashfield Healthcare
  Philadelphia, PA
• 01/2017 → 03/2017
  David'S Bridal
  Conshohocken, PA
• 05/2026 → Present
  Fidelity Investments
  Philadelphia, PA
• 12/2021 → 12/2021
  Face To Face
  Philadelphia, PA
• 06/2022 → 07/2024
  Vanguard
  Malvern, PA
• 05/2024 → 05/2024
  Outlier Ai
  Philadelphia, PA
• 04/2024 → 05/2024
  Data Recognition
  Maple Grove, MN
• 08/2024 → 12/2025
  Temple University
  Philadelphia, PA
• 05/2018 → 04/2019
  Unemployed
  Philadelphia, PA
• 09/2024 → 12/2024
  Integrity Staffing
  Philadelphia, PA
• 06/2016 → 10/2016
  Robert Half
  Philadelphia, PA
• 01/2026 → 03/2026
  Unemployed
  Philadelphia, PA
• 04/2017 → 05/2017
  Unemployed
  Philadelphia, PA
• 05/2019 → 05/2019
  Par Recycle Works
  Philadelphia, PA
• 07/2024 → 07/2024
  Outlier Ai
  Philadelphia, PA
• 04/2026 → 05/2026
  Data Recognition
  Maple Grove, MN
• 06/2017 → 04/2018
  Liberty Resources Inc
  Philadelphia, PA
• 11/2016 → 12/2016
  Unemployed
  Philadelphia, PA
• 06/2026 → Present
  Fidelity Brokerage Services Llc
  Philadelphia, PA

Other Businesses

OBA-130101|OrgNmn:Data Recognition Corporation|Org Addr:Maple Grov,Minnesota,US|OBA Nature:Train a team of individuals on|Invst Rel:N|Title:Remote Team Lead|Duties:Working seasonally as a TL may work if approved for later hours depending on schedule|StrtDt:04-09-26|TotHrs/mon:60|TrdHrs/mon:0|OBA-129958|OrgNmn:Kara Hopkins|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:Independent musician|Invst Rel:N|Title:Freelance Musician/Music producer|Duties:Create, produce and distribute music|StrtDt:04-10-18|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-05-08
• S63 Uniform Securities Agent State Law Examination
  2022-08-23

Other Names

• Kara Hopkins