Kathryn Elizabeth Carlton

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

• 05/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 04/2023 → 10/2023
  Sentral Union Station
  Denver, CO
• 05/2019 → 11/2019
  Hotel Gastoff Gramshammer
  Vail, CO
• 06/2018 → 10/2018
  Burger Republic
  Nashville, TN
• 09/2021 → 09/2022
  Route 6 Cafe
  Eagle-Vail, CO
• 05/2020 → 09/2022
  Lakota Guides
  Avon, CO
• 11/2019 → 05/2021
  Vail Resorts
  Vail, CO
• 04/2014 → 05/2019
  Belmont University
  Nashville, TN
• 05/2017 → 05/2019
  Pfunky Griddle
  Nashville, TN
• 03/2024 → 04/2024
  The Joint Chiropractic
  Denver, CO
• 10/2022 → 04/2023
  Key Realty Investments At Sentral Sobro
  Nashville, TN
• 10/2018 → 03/2019
  Atd Securities
  Nashville, TN
• 11/2023 → 02/2024
  Protected Leave
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Denver, CO
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-11-12

Other Names

• Kathryn E Carlton
• Kathryn Carlton