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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

KARA MIKOTOWICZ

Advisor at STRATEGIC ADVISERS LLC

YORK, PA | TOWSON, MD

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Search this name across graphsid dfx:ria:7797d33d-af4d-86ee-0530-cdcc17693bbf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 8, 2019 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 6, 2019
First registration: May 8, 2019
Dual registered: yes, broker-dealer
Other names: KARA Elizabeth WRIGHT|KARA ELIZABETH MIKOTOWICZ
IAPD individual key: 7079176

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	YORK, PA\|TOWSON, MD	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 19, 2022	Mar 31, 2025	no	TOWSON, MD	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 21, 2021	Apr 27, 2022	no	Lancaster, PA	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	May 8, 2019	Nov 29, 2021	no	OWINGS MILLS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 27, 2022	May 19, 2022	22	Firm change	RIA to ibd
T. ROWE PRICE ADVISORY SERVICES, INC.	SECURIAN FINANCIAL SERVICES, INC.	Nov 29, 2021	Dec 21, 2021	22	Firm change	RIA to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 19, 2022 to Mar 31, 2025factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 21, 2021 to Apr 27, 2022factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 8, 2019 to Nov 29, 2021factForm ADV

Dated events

Occurred
Apr 27, 2022
Advisor changed firm
Kara Mikotowicz left Securian Financial Services, Inc. for Fidelity Personal And Workplace Advisors (registered 2022-05-19)
Form ADVobserved 3 days ago