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Kevin J Helmer

Strategic Advisers LLC

Friendswood, TX

League City, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States

League City, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Inc Dallas TX 06/2000 Present
Strategic Advisors, Inc Westlake TX 11/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2000 → Present
    Fidelity Brokerage Services Inc
    Dallas, TX
  • 11/2003 → Present
    Strategic Advisors, Inc
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    League City, TX
  • 2003-12-03 → 2018-07-13
    Strategic Advisers Llc
    Webster, TX
    Westlake, TX
    Friendswood, TX
  • 2005-04-26 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-06
S63 Uniform Securities Agent State Law Examination 2000-11-02
  • S66 Uniform Combined State Law Examination
    2003-10-06
  • S63 Uniform Securities Agent State Law Examination
    2000-11-02
Other Names
  • Kevin James Helmer

View on SEC IAPD

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LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

STEPHEN M CARMONA
L. LEZETTE MARION
HEATH M. WARREN
BROCK NOLIN
MATTHEW XAVIER GRIECO
JOSHUA GURVEY
HUGH CLAY JOHNSON
ATHENA YANG

Other Offices

CHARLES SCHWAB & CO., INC. · Webster, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRIENDSWOOD, TX
COMMONWEALTH FINANCIAL NETWORK · FRIENDSWOOD, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · WEBSTER, TX

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