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David Guy Kelly

Strategic Advisers LLC

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Chandler, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Glendale AZ 07/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → Present
    Fidelity Brokerage Services Llc
    Glendale, AZ
  • 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
    Chandler, AZ
  • 2012-08-30 → 2018-07-13
    Strategic Advisers Llc
    Glendale, AZ
    Peoria, AZ
    Salt Lake City, UT
    Chandler, AZ
  • 2011-03-08 → 2012-08-01
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2009-05-21 → 2010-10-01
    Chase Investment Services Corp.
    Peoria, AZ
    Surprise, AZ
    Surprise, AZ
    Surprise, AZ
    Peoria, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-31
  • S66 Uniform Combined State Law Examination
    2007-07-31

View on SEC IAPD

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