Best Investors Account Sign in

Karen Montemayor

Strategic Advisers LLC

Orland Park, IL

Morris, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Morris, IL • 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
Jpmorgan Chase Bank Joliet IL 10/2007 08/2017
Northwestern Mutual Life Insurance Company Naperville IL 08/2017 07/2019
Devry University Naperville IL 08/2019 10/2021
Fidelity Investments Orland Park IL 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2007 → 08/2017
    Jpmorgan Chase Bank
    Joliet, IL
  • 08/2017 → 07/2019
    Northwestern Mutual Life Insurance Company
    Naperville, IL
  • 08/2019 → 10/2021
    Devry University
    Naperville, IL
  • 01/2022 → Present
    Fidelity Investments
    Orland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-26
S63 Uniform Securities Agent State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2023-01-26
  • S63 Uniform Securities Agent State Law Examination
    2022-09-23
Other Names
  • Karen Nallely Garza
  • Karen Nallely Montemayor
  • Karen Nallely Garza
  • Karen Montemayor
  • Karen N Montemayor

View on SEC IAPD

Other Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
W&S BROKERAGE SERVICES, INC.
WAVE & BREAKOUT L.L.C.
HIGHPOINT PLANNING PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

More in Orland Park, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor