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Katie Guyton

Strategic Advisers LLC

Sarasota, FL

Tampa, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Tampa, FL • 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
First Watch Restaurants Llc Sarasota FL 05/2015 01/2017
Full Time Education Oxford MS 01/2017 05/2017
Fidelity Brokerage Services Franklin TN 05/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 01/2017
    First Watch Restaurants Llc
    Sarasota, FL
  • 01/2017 → 05/2017
    Full Time Education
    Oxford, MS
  • 05/2017 → Present
    Fidelity Brokerage Services
    Franklin, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-03
S63 Uniform Securities Agent State Law Examination 2017-11-29
  • S66 Uniform Combined State Law Examination
    2020-12-03
  • S63 Uniform Securities Agent State Law Examination
    2017-11-29
Other Names
  • Katie Marie Cloonan
  • Katie Cloonan
  • Katie Marie Guyton

View on SEC IAPD

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RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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