Best Investors Account Sign in

Kailee Vanderlinden

Strategic Advisers LLC

Cary, NC

Cary, NC

Durham, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Cary, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Caption Call Murray UT 03/2020 08/2020
The Road Home Salt Lake City UT 11/2020 01/2021
Texas Roadhouse Riverton UT 05/2018 12/2018
Fidelity Investments Durham NC 06/2024 Present
Nordstrom Murray UT 06/2021 12/2021
Marriott Vacation Club Park City UT 06/2023 08/2023
Alfred University Alfred NY 10/2021 04/2024
The Jeremy Ranch Park City UT 06/2022 08/2022
Hot Dog On A Stick Sandy UT 04/2017 04/2020
Unemployed Sandy UT 05/2013 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 08/2020
    Caption Call
    Murray, UT
  • 11/2020 → 01/2021
    The Road Home
    Salt Lake City, UT
  • 05/2018 → 12/2018
    Texas Roadhouse
    Riverton, UT
  • 06/2024 → Present
    Fidelity Investments
    Durham, NC
  • 06/2021 → 12/2021
    Nordstrom
    Murray, UT
  • 06/2023 → 08/2023
    Marriott Vacation Club
    Park City, UT
  • 10/2021 → 04/2024
    Alfred University
    Alfred, NY
  • 06/2022 → 08/2022
    The Jeremy Ranch
    Park City, UT
  • 04/2017 → 04/2020
    Hot Dog On A Stick
    Sandy, UT
  • 05/2013 → 06/2024
    Unemployed
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Other Businesses

OBA-113506|OrgNmn:Doordash|Org Addr:Raleigh,North Caro,US|OBA Nature:Food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Delivering |StrtDt:10-07-24|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor