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Bernard C. Klein

Strategic Advisers LLC

Purcellville, VA

Reston, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Purcellville, VA • United States

11957 Democracy Drive, Reston, VA 20190-5662 • 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
Edward Jones St Louis MO 04/2018 01/2020
Unemployed Fort Worth TX 12/2015 04/2018
Fidelity Investments Reston VA 08/2021 Present
Unemployed Carrollton VA 03/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 01/2020
    Edward Jones
    St Louis, MO
  • 12/2015 → 04/2018
    Unemployed
    Fort Worth, TX
  • 08/2021 → Present
    Fidelity Investments
    Reston, VA
  • 03/2020 → 06/2021
    Unemployed
    Carrollton, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
  • 2018-07-23 → 2020-01-10
    Edward Jones
    Ft Worth, TX
    St Louis, MO
    Ft Worth, TX
    Keller, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-20
  • S66 Uniform Combined State Law Examination
    2018-07-20
Other Names
  • Bernard Klein
  • Bernard Charles Klein

View on SEC IAPD

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