Kathryn M. Hill
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
NASHUA, NH
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CRD#: 6453651
Professional summary
Kathryn M Hill, who also goes by Kathryn Mary Granquist, Kathryn Mary Hill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashua, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Kathryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kathryn has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I partner with clients and their families to develop and implement financial strategies that will help them work towards reaching their goals. By building a trusted relationship and fully understanding our client's goals, together we will develop a personalized savings and investment strategy. In working together, we can explore planning and guidance strategies that provide peace of mind, thus allowing our clients to focus on things that mean the most to them.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kathryn Mary Granquist | Kathryn Mary Hill
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.
OBA-17022|OrgNmn:Visionary Investors Building Equity|Org Addr:Boston,Massachuse,US|OBA Nature:Family start up property devel|Invst Rel:Y|Title:Bookkeeper|Duties:Record keeping transactions in the accounting system. manage and monitor day to day bank activity|StrtDt:12-03-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-103722|OrgNmn:Kate Spade (Tapestry)|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Retail deisgner handbags|Invst Rel:N|Title:Floor Clerk |Duties:Holiday help working on the retail floor |StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn M Hill's 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®
NoneEducation
Southern New Hampshire University
Master of Business Administration (MBA) - Finance
Keene State College
Bachelor of Education - Mathematics
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NASHUA, NH
Current
May 19, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
May 4, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.Highlighted states indicate IAR registrations
IAR
New Hampshire(3/31/2025)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Nashua, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
