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Kurt Schleehauf

Strategic Advisers LLC

San Diego, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Diego, CA • United States

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • 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
Fidelity Investments San Diego CA 03/2023 Present
Aig Direct - Corbridge Financial San Diego CA 01/2017 03/2023
The Mission Restaurant San Deigo CA 03/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    San Diego, CA
  • 01/2017 → 03/2023
    Aig Direct - Corbridge Financial
    San Diego, CA
  • 03/2016 → 01/2017
    The Mission Restaurant
    San Deigo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-13
  • S66 Uniform Combined State Law Examination
    2023-09-13
Other Names
  • Kurt Martin Schleehauf

View on SEC IAPD

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