Katie L. Chambers

STRATEGIC ADVISERS LLC | Financial Consultant

CLAYTON, NC

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CRD#: 5524521

Professional summary

Katie Leigh Chambers, who also goes by Katie Leigh Bowers, Katie Leigh Chambers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Clayton, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.

Katie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Katie has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

Biography

As a Financial Consultant, I strive to give our clients an excellent planning experience by leveraging Fidelity's deep resources and my extended planning team. In my role, I work with our clients to co-create plans that are tailored to their unique goals and preferences. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katie Leigh Bowers | Katie Leigh Chambers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Leigh Chambers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Kutztown University of Pennsylvania

Master's Degree - Business Administration

2014

Shippensburg University of PA

Bachelor of Science in Business Administration - Personal Finance

2008

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #3: 100 New Millennium Way, Durham, NC 27709

RIA

CRD#: 104555

CLAYTON, NC

Current

January 13, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 New Millennium Way, Durham, NC 27709

CRD#: 7784

Durham, NC

Past

January 15, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

RALEIGH, NC

Past

August 31, 2020 - January 5, 2021

MORGAN STANLEY

RIA

CRD#: 149777

RALEIGH, NC

Past

August 31, 2020 - January 5, 2021

MORGAN STANLEY

CRD#: 149777

RALEIGH, NC

Past

June 9, 2017 - August 6, 2020

CAPTRUST

RIA

CRD#: 175112

RALEIGH, NC

Past

June 5, 2017 - May 15, 2020

M HOLDINGS SECURITIES, INC.

CRD#: 43285

ALLENTOWN, PA

Past

April 15, 2016 - May 12, 2017

MORGAN STANLEY

RIA

CRD#: 149777

ALLENTOWN, PA

Past

December 18, 2015 - May 12, 2017

MORGAN STANLEY

CRD#: 149777

ALLENTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(1/5/2024)

North Carolina
(1/13/2021)

IAR

North Carolina
(3/31/2025)

Texas
(1/28/2021)

IAR

Texas
(3/31/2025)

Utah
(1/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 6/13/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/25/2023

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Katie L. Chambers

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Leigh Chambers's CRS (Customer Relationship Summary).

Certified licenses

Education

Kutztown University of Pennsylvania

Shippensburg University of PA

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MORGAN STANLEY

MORGAN STANLEY

CAPTRUST

M HOLDINGS SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2015

Series 9

Date: 6/13/2023

Series 10

Date: 4/25/2023

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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