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Kerri Lynn Murray

Strategic Advisers LLC

Lincoln, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lincoln, RI • 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 Investments Smithfield RI 09/1999 12/2020
Unemployed Lincoln RI 01/2021 07/2021
Fidelity Investments Smithfield RI 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-13
S63 Uniform Securities Agent State Law Examination 2000-10-09
  • 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

View on SEC IAPD

Other Firms

SOWA FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
FOUNDATIONS INVESTMENT ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COASTAL FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SANTANDER SECURITIES LLC

Other Investors

DONALD JOSEPH SOWA
NATHAN LEE BEAUVAIS
STEVEN JAMES BEAUVAIS
DONNA GRACE SOWA ALLARD
Joseph Tallman
Joseph Pate
Alan Ogunnaike
JOHN GARY FARLEY

Other Offices

SOWA FINANCIAL GROUP · LINCOLN, RI
COMMONWEALTH FINANCIAL NETWORK · LINCOLN, RI
FOUNDATIONS INVESTMENT ADVISORS LLC · Lincoln, RI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Lincoln, RI
COASTAL FINANCIAL PLANNING, INC. · LINCOLN, RI
EAGLE STRATEGIES LLC · SUITE 103 UNIT 4, RI
AMERIPRISE FINANCIAL SERVICES, LLC · Lincoln, RI
COMMONWEALTH FINANCIAL NETWORK · Lincoln, RI

More in Lincoln, RI

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