Kerri Lynn Murray

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 12/2020
  Fidelity Investments
  Smithfield, RI
• 01/2021 → 07/2021
  Unemployed
  Lincoln, RI
• 08/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Lincoln, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-13
• S63 Uniform Securities Agent State Law Examination
  2000-10-09

Other Names

• Kerri L. Sullivan
• Kerri L. Murray
• Kerri Murray