Kiana Kaelin

Strategic Advisers LLC

Fort Wright, KY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Fort Wright, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Covington	KY	10/2017	Present
University Of Cincinnati	Batavia	OH	05/2016	Present
Us Bank	Alexandria	KY	04/2014	09/2017
Catholic Order Of Foresters	Naperville	IL	05/2016	11/2016
Fidelity Investments	Boston	MA	03/2025	Present

10/2017 → Present

Fidelity Brokerage Services, Llc

Covington, KY
05/2016 → Present

University Of Cincinnati

Batavia, OH
04/2014 → 09/2017

Us Bank

Alexandria, KY
05/2016 → 11/2016

Catholic Order Of Foresters

Naperville, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-02-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-16
S63	Uniform Securities Agent State Law Examination	2017-12-01

S66 Uniform Combined State Law Examination

2018-11-16
S63 Uniform Securities Agent State Law Examination

2017-12-01

Other Names

Kiana Nicole Kaelin
Kiana Kaelin

View on SEC IAPD

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