Adviser and broker representative · Strategic Advisers LLC
Katherine D. Tavares
CRD 5480528 · South Dartmouth, MA
At a glance
Katherine D. Tavares is an investment adviser representative with Strategic Advisers LLC in South Dartmouth, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katherine’s SEC record dates to 2013, about 13 years ago. Katherine is also registered as a broker representative.
Current advisory firm
- Strategic Advisers LLCSince March 2025South Dartmouth, MA · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 8 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Katherine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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