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Kara Y Chan

Strategic Advisers LLC

Berkeley, CA

Oakland, CA

Berkeley, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-18
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

Oakland, CA • United States

2120 University Ave, Berkeley, CA 94704-1026 • 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
Slingshot Biosciences Emeryville CA 09/2023 06/2024
Fidelity Investments Berkeley CA 07/2024 Present
University Of Texas Southwestern Medical Center Dallas TX 09/2019 03/2020
University Of Kentucky Lexington KY 08/2012 09/2019
Unemployed Oakland CA 07/2023 09/2023
Aequor Technologies (Boehringer Ingelheim) Fremont CA 04/2020 04/2021
Twist Bioscience South San Francisco CA 04/2021 07/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 06/2024
    Slingshot Biosciences
    Emeryville, CA
  • 07/2024 → Present
    Fidelity Investments
    Berkeley, CA
  • 09/2019 → 03/2020
    University Of Texas Southwestern Medical Center
    Dallas, TX
  • 08/2012 → 09/2019
    University Of Kentucky
    Lexington, KY
  • 07/2023 → 09/2023
    Unemployed
    Oakland, CA
  • 04/2020 → 04/2021
    Aequor Technologies (Boehringer Ingelheim)
    Fremont, CA
  • 04/2021 → 07/2023
    Twist Bioscience
    South San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
    Oakland, CA
Other Businesses

OBA-129061|OrgNmn:Kara Chan|Org Addr:Oakland,California,US|OBA Nature:Self-publishing for coloring b|Invst Rel:N|Title:Sole Proprietor|Duties:publish books on Amazon, adjust marketing on amazon|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Kara Y Chan
  • Kit Yan Chan
  • Kara Chan

View on SEC IAPD

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AMY STOEPLER THACHER
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ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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