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Kerianne Pouncey

Strategic Advisers LLC

Boca Raton, FL

Lantana, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Lantana, FL • 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
Lake Park Mitsubishi North Palm Beach FL 08/2015 04/2017
North Palm Mitsubishi North Palm Beach FL 04/2017 07/2019
Ed Morse Automotive Group Delray Beach FL 07/2019 06/2023
Fidelity Investments Boca Raton FL 06/2023 Present
Florida Atlantic University Boca Raton DC 06/2022 07/2023
Palm Beach State College Lakeworth FL 06/2020 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 04/2017
    Lake Park Mitsubishi
    North Palm Beach, FL
  • 04/2017 → 07/2019
    North Palm Mitsubishi
    North Palm Beach, FL
  • 07/2019 → 06/2023
    Ed Morse Automotive Group
    Delray Beach, FL
  • 06/2023 → Present
    Fidelity Investments
    Boca Raton, FL
  • 06/2022 → 07/2023
    Florida Atlantic University
    Boca Raton, DC
  • 06/2020 → 06/2022
    Palm Beach State College
    Lakeworth, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-17
S63 Uniform Securities Agent State Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-06-17
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15

View on SEC IAPD

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ISABEL VOYER
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ELIZABETH V BRUNO
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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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