KRISTIAN R. CARLSON is an investment adviser representative (IAR) with state registration records since 2014, 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 | 2023-12-05 | 2025-03-31 | — |
| KEY INVESTMENT SERVICES LLC | 2023-06-12 | 2023-10-23 | — |
| CHARLES SCHWAB & CO., INC. | 2021-11-16 | 2023-06-13 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-08-30 | — |
| STRATEGIC ADVISERS LLC | 2014-07-09 | 2018-07-13 | — |