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Kaitlyn Lefanto

Strategic Advisers LLC

Marlton, NJ

Ocean City, NJ

CRD 6706566

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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
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

501 Route 73 South Suite N, Marlton, NJ 08053-9617 • United States

Ocean City, NJ • 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 Bethesda MD 09/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → Present
    Fidelity Investments
    Bethesda, MD
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Marlton, NJ
    Medford, NJ
  • 2018-05-11 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-09
S63 Uniform Securities Agent State Law Examination 2017-04-10
  • S66 Uniform Combined State Law Examination
    2018-04-09
  • S63 Uniform Securities Agent State Law Examination
    2017-04-10
Other Names
  • Kaitlyn Marie Schultz
  • Kaitlyn Marie Lefanto

View on SEC IAPD

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