Best Investors Account Sign in

Katherine A. Connolly

Strategic Advisers LLC

New York, NY

New York City, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New York, NY • United States

165 Broadway, New York City, NY 10006-1404 • 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
Pruco Securities Llc Wakefield MA 06/2023 11/2023
The Broadway South Boston MA 08/2023 11/2023
Wellesley Public Schools Wellesley MA 08/2020 06/2023
Framingham Public Schools Framingham MA 08/2019 06/2020
Newton Public Schools Newton MA 08/2018 07/2019
Boston College Chestnut Hill MA 07/2018 08/2019
Catholic University Of America Washington DC 08/2014 06/2018
In The Pink Stores Osterville MA 05/2013 08/2017
Lilly Pulitzer Boston MA 06/2021 08/2021
Junebug Charlestown MA 02/2022 06/2022
Church Of The Advent Washington DC 09/2017 12/2017
Portside Tavern Hyannis MA 07/2017 08/2017
Brookside Math Education Incorporated Marshfield MA 04/2023 08/2023
Fidelity Investments New York NY 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 11/2023
    Pruco Securities Llc
    Wakefield, MA
  • 08/2023 → 11/2023
    The Broadway
    South Boston, MA
  • 08/2020 → 06/2023
    Wellesley Public Schools
    Wellesley, MA
  • 08/2019 → 06/2020
    Framingham Public Schools
    Framingham, MA
  • 08/2018 → 07/2019
    Newton Public Schools
    Newton, MA
  • 07/2018 → 08/2019
    Boston College
    Chestnut Hill, MA
  • 08/2014 → 06/2018
    Catholic University Of America
    Washington, DC
  • 05/2013 → 08/2017
    In The Pink Stores
    Osterville, MA
  • 06/2021 → 08/2021
    Lilly Pulitzer
    Boston, MA
  • 02/2022 → 06/2022
    Junebug
    Charlestown, MA
  • 09/2017 → 12/2017
    Church Of The Advent
    Washington, DC
  • 07/2017 → 08/2017
    Portside Tavern
    Hyannis, MA
  • 04/2023 → 08/2023
    Brookside Math Education Incorporated
    Marshfield, MA
  • 11/2023 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
  • S66 Uniform Combined State Law Examination
    2023-09-08
Other Names
  • Kate Connolly
  • Katherine Connolly

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor