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Katherine Holehan Trosset

Strategic Advisers LLC

New York, NY

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-02
TX RA APPROVED 2025-04-04
  • NY RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

2070 Broadway, New York, NY 10023-2802 • United States

New York, NY • 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
Elon University North Carolina NC 08/2019 05/2023
Elon University Athletic Department Elon NC 09/2019 05/2023
Fidelity Investments Boston MA 06/2021 08/2021
Fidelity Investments Boston MA 06/2022 08/2022
Blue Mingo Grill Cooperstown NY 06/2019 08/2019
Fidelity Investments Boston MA 07/2023 Present
Cooperstown Central Schools Cooperstown NY 07/2013 06/2019
  • 08/2019 → 05/2023
    Elon University
    North Carolina, NC
  • 09/2019 → 05/2023
    Elon University Athletic Department
    Elon, NC
  • 06/2021 → 08/2021
    Fidelity Investments
    Boston, MA
  • 06/2022 → 08/2022
    Fidelity Investments
    Boston, MA
  • 06/2019 → 08/2019
    Blue Mingo Grill
    Cooperstown, NY
  • 07/2023 → Present
    Fidelity Investments
    Boston, MA
  • 07/2013 → 06/2019
    Cooperstown Central Schools
    Cooperstown, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-19
S63 Uniform Securities Agent State Law Examination 2024-01-26
  • S66 Uniform Combined State Law Examination
    2025-03-19
  • S63 Uniform Securities Agent State Law Examination
    2024-01-26
Other Names
  • Katherine Trosset

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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