Katelyn Galante

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 11/2024
  Massmutual Life Insurance Company
  Portland, OR
• 04/2023 → 11/2024
  Mml Investors Services, Llc
  Portland, OR
• 03/2020 → 06/2024
  Legit Ship
  Central Point, OR
• 05/2019 → 09/2019
  Anderson Valley Brewing
  Booneville, CA
• 07/2018 → 01/2019
  Henry's Original
  Laytonville, CA
• 01/2017 → 06/2018
  Willits Unified School District
  Willits, CA
• 09/2014 → 01/2017
  Home Maker
  Willits, CA
• 01/2019 → 05/2019
  Unemployed
  Medford, OR
• 09/2019 → 03/2020
  Unemployed
  Medford, OR
• 11/2024 → Present
  Fidelity Investments
  Salem, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Beaverton, OR
• 2024-01-29 → 2024-11-18
  Mml Investors Services, Llc
  Lake Oswego, OR
  Portland, OR

Other Businesses

OBA-130493|OrgNmn:Katelyn Galante: Selling under my name|Org Addr:Tigard,Oregon,US|OBA Nature:I will purchase and resell ite|Invst Rel:N|Title:Sole Proprietor|Duties:Buying and reselling items online for a profit.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-114607|OrgNmn:KDG Enterprises, LLC|Org Addr:Portland,Oregon,US|OBA Nature:Consulting|Invst Rel:N|Title:Sole Proprietor|Duties:I don't necessiarly have duites, I run all 1099 income through my LLC. I do work with my CPA to file taxes under my LLC.|StrtDt:11-11-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-01-22