Krista K. Icenhour
STRATEGIC ADVISERS LLC | Financial Consultant
DENVER, NC
Some features on this profile are disabled
CRD#: 7135215
Professional summary
Krista Kaylin Icenhour, who also goes by Krista K Cook, Krista Kaylin Cook, Krista K Icenhour, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Huntersville, North Carolina.
Krista is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Krista has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As a financial consultant it is my duty to help families organize, develop, and implement financial plans and strategies that fit their specific present and future goals. My role is to help break down the complexities of investing, and make it understandable so families feel confident and secure in the plans we build. I strive to create a safe and comfortable environment where clients feel listened to and understood. I am honored to be your financial representative!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Krista K Cook | Krista Kaylin Cook | Krista K Icenhour
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.
OAA#: 70356 | Org Name:Auto Audit LLC | Org Addr:Los Angeles, CA, US | Nature of Bus:To go through old auto mobile estimates to determine if the insurance company paid in full. | Invst Rel:N | Title:Sales Person | Duties:My role is to talk to local auto body shops about the company to see if they're interested. | Start Dt:03/19/2021 | Total Hrs p/m:8 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Krista Kaylin Icenhour'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
University of North Carolina
Master of Science (MS) - Kinesiology - Applied Physiology and Neuromechanics
2019
University of North Carolina
Bachelor of Science (BS) - Exercise Science
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463RIA
CRD#: 104555
DENVER, NC
Current
October 17, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16740 Birkdale Commons Parkway Ste 301, Huntersville, NC 28078BD
CRD#: 7784
Huntersville, NC
Past
April 24, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HUNTERSVILLE, NC
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.RR
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
RR
Arizona(12/5/2023)
RR
California(3/25/2023)
RR
Colorado(1/6/2025)
RR
Connecticut(1/25/2023)
RR
Delaware(1/30/2025)
RR
Florida(4/17/2020)
RR
Georgia(9/11/2024)
RR
Illinois(8/18/2025)
RR
Indiana(5/14/2024)
RR
Iowa(5/20/2025)
RR
Kentucky(8/22/2023)
RR
Massachusetts(12/2/2024)
RR
Michigan(3/2/2024)
RR
New Mexico(11/17/2023)
RR
New York(1/25/2023)
RR
North Carolina(11/13/2019)
IAR
North Carolina(3/31/2025)
RR
Ohio(10/27/2023)
RR
Oklahoma(8/26/2024)
RR
Pennsylvania(9/23/2024)
RR
Rhode Island(5/6/2022)
RR
South Carolina(9/11/2024)
RR
Tennessee(4/17/2020)
RR
Texas(9/29/2023)
IAR
Texas(3/31/2025)
RR
Utah(9/23/2024)
RR
Virginia(1/30/2023)
RR
Washington(11/17/2023)
RR
West Virginia(7/24/2023)
RR
Wisconsin(5/22/2024)
RR
Wyoming(10/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/16/2019
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Denver, NCTRUST BUT VERIFY
Monitor Krista Icenhour
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
