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Kaitlyn Nicole Veliz

Strategic Advisers LLC

Mountainside, NJ

Millburn, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-27
  • NJ RA
    APPROVED
    Since 2026-07-27

Branch Locations

Mountainside, NJ • United States

150 Essex St, Millburn, NJ 07041-1631 • 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
Fidelity Investments Millburn NJ 07/2026 Present
Selection Group Cranford NJ 06/2018 04/2020
Vitamin Shoppe Clark NJ 07/2019 10/2019
Michaels Clark NJ 11/2016 01/2017
Drew University Madison NJ 09/2019 08/2022
Union College Of Union County, Nj Cranford NJ 07/2018 05/2019
Whole Foods Market Clark NJ 09/2015 08/2017
Union County College Foundation Cranford NJ 09/2022 12/2023
Fidelity Investments Millburn NJ 01/2024 07/2025
The Fresh Market Scarsdale NY 08/2017 06/2021
Acme Markets New Providence NJ 06/2020 12/2023
Acme Markets Warren NJ 08/2025 06/2026
  • 07/2026 → Present
    Fidelity Investments
    Millburn, NJ
  • 06/2018 → 04/2020
    Selection Group
    Cranford, NJ
  • 07/2019 → 10/2019
    Vitamin Shoppe
    Clark, NJ
  • 11/2016 → 01/2017
    Michaels
    Clark, NJ
  • 09/2019 → 08/2022
    Drew University
    Madison, NJ
  • 07/2018 → 05/2019
    Union College Of Union County, Nj
    Cranford, NJ
  • 09/2015 → 08/2017
    Whole Foods Market
    Clark, NJ
  • 09/2022 → 12/2023
    Union County College Foundation
    Cranford, NJ
  • 01/2024 → 07/2025
    Fidelity Investments
    Millburn, NJ
  • 08/2017 → 06/2021
    The Fresh Market
    Scarsdale, NY
  • 06/2020 → 12/2023
    Acme Markets
    New Providence, NJ
  • 08/2025 → 06/2026
    Acme Markets
    Warren, NJ
Previous Registrations
  • 2025-03-31 → 2025-08-06
    Strategic Advisers Llc
    Millburn, NJ
    Mountainside, NJ
    Boston, MA
  • 2024-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountainside, NJ
    Millburn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2024-06-24

View on SEC IAPD

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