Catherine Weddell

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-07-14
OH	RA	APPROVED	2026-07-14
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

IN RA
APPROVED

Since 2026-07-14
OH RA
APPROVED

Since 2026-07-14
KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Walton, KY • 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
Ross And Matthews, Pc	Fort Worth	TX	10/2019	05/2024
Thomas Walters Pll	Fort Worth	TX	02/2019	09/2019
Stay At Home Parent	Fort Worth	TX	04/2016	10/2017
Northwestern Mutual Advisor	Fort Worth	TX	10/2017	10/2019
Fidelity Investments	Walton	KY	06/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2019 → 05/2024

Ross And Matthews, Pc

Fort Worth, TX
02/2019 → 09/2019

Thomas Walters Pll

Fort Worth, TX
04/2016 → 10/2017

Stay At Home Parent

Fort Worth, TX
10/2017 → 10/2019

Northwestern Mutual Advisor

Fort Worth, TX
06/2024 → Present

Fidelity Investments

Walton, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-09-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Walton, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-16

S66 Uniform Combined State Law Examination

2024-09-16

Other Names

Elizabeth Guptill
Catherine E Weddell
Catherine Weddell
Catherine Elizabeth Weddell

View on SEC IAPD

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