Anthony Kelsey

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

• 04/2005 → 01/2017
  Regions Bank
  The Villages, FL
• 07/2015 → 01/2017
  Cetera Investment Services Llc
  St. Cloud, MN
• 02/2017 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Dora, FL
• 02/2017 → 03/2018
  Bank Of America, N.A.
  Mount Dora, FL
• 03/2018 → 07/2021
  Morgan Stanley
  Tampa, FL
• 07/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2018-03-22 → 2021-07-13
  Morgan Stanley
  South Jordan, UT
  Tampa, FL
• 2017-03-10 → 2018-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Dora, FL
  Mount Dora, FL
  Mount Dora, FL
• 2016-05-05 → 2017-01-24
  Cetera Investment Advisers Llc
  The Villages, FL
• 2014-04-01 → 2014-12-02
  Cetera Investment Advisers Llc
  St. Cloud, MN
• 2013-03-25 → 2014-01-29
  Cetera Investment Services Llc
  The Villages, FL
  St Cloud, MN
  The Villages, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-12-15

Other Names

• Anthony Douglas Kelsey