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Brian Michael Kallenberg

Strategic Advisers LLC

Abington, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Abington, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Cco Investment Services Malden MA 01/2013 12/2017
Citizens Securities Inc. Braintree MA 12/2017 09/2021
Citizens Bank Braintreet MA 12/2017 09/2021
Fidelity Investments Smithfield RI 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 12/2017
    Cco Investment Services
    Malden, MA
  • 12/2017 → 09/2021
    Citizens Securities Inc.
    Braintree, MA
  • 12/2017 → 09/2021
    Citizens Bank
    Braintreet, MA
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2016-10-05 → 2021-09-27
    Citizens Securities, Inc.
    Malden, MA
    Canton, MA
    Braintree, MA
    Braintree, MA
    Braintree, MA
    Johnston, RI
Other Businesses

OBA-63222|OrgNmn:Abington Youth Football and Cheer|Org Addr:Abington,Massachuse,US|OBA Nature:Youth football asscociation|Invst Rel:N|Title:Vice President of Football|Duties:Ensure we have proper equipment for all players, handle registration for the league and compliance with League rules and regulations|StrtDt:10-05-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-04
S63 Uniform Securities Agent State Law Examination 2007-02-20
  • S66 Uniform Combined State Law Examination
    2016-10-04
  • S63 Uniform Securities Agent State Law Examination
    2007-02-20

View on SEC IAPD

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