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Kelli Robinson Vibert

Strategic Advisers LLC

Westlake, TX

Lewisville, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Lewisville, 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 Llc Westlake TX 04/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → Present
    Fidelity Brokerage Services Llc
    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
    Westlake, TX
    Lewisville, TX
  • 2013-04-26 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2010-07-16 → 2011-10-10
    Bok Financial Asset Management, Inc.
    Houston, TX
  • 2006-01-18 → 2006-12-31
    John Hancock Distributors Llc
    Dallas, TX
    Boston, MA
    Boston, MA
Other Businesses

OBA-96151|OrgNmn:Vibing Lifestyle LLC|Org Addr:Lewisville,Texas,US|OBA Nature:LLC being established. Will be|Invst Rel:N|Title:Partner|Duties:Writing and curating blog content. Uploading and curating social media content. Researching travel destinations and events.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-23
  • S66 Uniform Combined State Law Examination
    2004-08-23
Other Names
  • Kelli Denise Robinson
  • Kelli Denise Healy
  • Kelli Denise Vibert

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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