KATHLEEN A DALTON is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-09-12 | 2025-03-31 | — |
| STANCORP INVESTMENT ADVISERS, INC. | 2022-04-05 | 2023-07-06 | — |
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | 2021-03-17 | 2022-02-23 | — |