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Kelly Fraser

Strategic Advisers LLC

Tabernash, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tabernash, CO • 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
Wambolt & Associates Llc Littleton CO 02/2019 02/2021
Charles Schwab & Co., Inc. Lone Tree CO 11/2017 01/2019
Schwab Private Client Investment Advisory Lone Tree CO 09/2003 11/2017
Centric Investment Group, Inc. Littleton CO 02/2019 12/2019
Fidelity Investments Chandler AZ 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 02/2021
    Wambolt & Associates Llc
    Littleton, CO
  • 11/2017 → 01/2019
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 09/2003 → 11/2017
    Schwab Private Client Investment Advisory
    Lone Tree, CO
  • 02/2019 → 12/2019
    Centric Investment Group, Inc.
    Littleton, CO
  • 04/2021 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2019-02-22 → 2021-02-01
    Wambolt & Associates, Llc
    Littleton, CO
  • 2019-02-22 → 2019-12-18
    Centric Investment Group Inc
    Littleton, CO
  • 2005-04-14 → 2019-02-20
    Charles Schwab & Co., Inc.
    Englewood, CO
    Englewood, CO
    Englewood, CO
    Englewood, CO
    Lone Tree, CO
  • 2012-01-03 → 2017-11-15
    Schwab Wealth Advisory, Inc.
    Englewood, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-25
S66 Uniform Combined State Law Examination 2005-04-13
  • S63 Uniform Securities Agent State Law Examination
    2021-06-25
  • S66 Uniform Combined State Law Examination
    2005-04-13
Other Names
  • Kelly L. Fraser
  • Kelly Fraser
  • Kelly Louise Fraser

View on SEC IAPD

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