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Kendall Reardon

Strategic Advisers LLC

Villanova, PA

Collegeville, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Collegeville, PA • 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
Morgan Stanley & Co, Llc New York NY 07/2018 07/2024
Villanova University Villanova PA 08/2014 05/2018
Fidelity Investments Villanova PA 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 07/2024
    Morgan Stanley & Co, Llc
    New York, NY
  • 08/2014 → 05/2018
    Villanova University
    Villanova, PA
  • 07/2024 → Present
    Fidelity Investments
    Villanova, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Villanova, PA
  • 2021-10-11 → 2024-07-02
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
S63 Uniform Securities Agent State Law Examination 2021-05-10
  • S66 Uniform Combined State Law Examination
    2024-08-19
  • S63 Uniform Securities Agent State Law Examination
    2021-05-10
Other Names
  • Kendall Kathleen Reardon

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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