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Katherine Nolan

Strategic Advisers LLC

Austin, TX

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Austin, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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 Hingham MA 05/2023 Present
Soccer Shots Lexington MA 03/2023 05/2023
Mission Bar And Grill Boston MA 05/2022 05/2023
Northeastern University Boston MA 09/2021 05/2022
Techtronic Industries Chelsea MA 07/2021 12/2021
Muy Frio Margaritas Fort Worth TX 05/2021 06/2021
State Street Boston MA 07/2020 12/2020
Cafe Landwer Boston MA 09/2018 12/2019
Northeastern University Boston MA 09/2017 05/2022
Paulus Orthodontics Fort Worth TX 05/2018 07/2018
Favor Fort Worth TX 05/2017 08/2017
Fort Worth Country Day School Fort Worth TX 05/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Hingham, MA
  • 03/2023 → 05/2023
    Soccer Shots
    Lexington, MA
  • 05/2022 → 05/2023
    Mission Bar And Grill
    Boston, MA
  • 09/2021 → 05/2022
    Northeastern University
    Boston, MA
  • 07/2021 → 12/2021
    Techtronic Industries
    Chelsea, MA
  • 05/2021 → 06/2021
    Muy Frio Margaritas
    Fort Worth, TX
  • 07/2020 → 12/2020
    State Street
    Boston, MA
  • 09/2018 → 12/2019
    Cafe Landwer
    Boston, MA
  • 09/2017 → 05/2022
    Northeastern University
    Boston, MA
  • 05/2018 → 07/2018
    Paulus Orthodontics
    Fort Worth, TX
  • 05/2017 → 08/2017
    Favor
    Fort Worth, TX
  • 05/2013 → 05/2017
    Fort Worth Country Day School
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
Other Businesses

OBA-99292|OrgNmn:Soccer Shots|Org Addr:Lexington,Massachuse,US|OBA Nature:Youth soccer program|Invst Rel:N|Title:Employee|Duties:Youth soccer coach for several hours on the weekend|StrtDt:03-13-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
S63 Uniform Securities Agent State Law Examination 2023-10-19
  • S66 Uniform Combined State Law Examination
    2024-05-03
  • S63 Uniform Securities Agent State Law Examination
    2023-10-19
Other Names
  • Kate Nolan
  • Katherine Nolan
  • Katherine Alexandra Nolan

View on SEC IAPD

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