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Kerry Oldfield

Strategic Advisers LLC

Villanova, PA

Lititz, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-08-06
NY RA APPROVED 2025-08-05
FL RA APPROVED 2025-03-31
IL RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2025-08-06
  • NY RA
    APPROVED
    Since 2025-08-05
  • FL RA
    APPROVED
    Since 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Lititz, PA • 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 Bropkerage Services, Llc Merrmack NH 02/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2005 → Present
    Fidelity Bropkerage Services, Llc
    Merrmack, NH
  • 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
    Lititz, PA
  • 2007-05-14 → 2018-07-13
    Strategic Advisers Llc
    Sarasota, FL
    Reston, VA
    Lansdowne, VA
  • 2003-07-15 → 2004-05-04
    Morgan Stanley Dw Inc.
    Alpharetta, GA
Other Businesses

OBA-115401|OrgNmn:Oldfield Studios|Org Addr:Lititz,Pennsylvan,US|OBA Nature:Audio Studio, creative design|Invst Rel:N|Title:Sole Proprietor|Duties:Administration, Technician|StrtDt:12-30-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-10
S66 Uniform Combined State Law Examination 2003-07-02
  • S65 Uniform Investment Adviser Law Examination
    2007-05-10
  • S66 Uniform Combined State Law Examination
    2003-07-02

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
GREEN DRAKE ADVISORS LLC
PATRIOT FINANCIAL MANAGER, L.P.

Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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