KAITLYN NICOLE VELIZ is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2026-07-27 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-07-01 | 2025-03-31 | — |