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Kelly O'BRien

Strategic Advisers LLC

Fort Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fort Lauderdale, FL • 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 Brokerage Services Llc Covington KY 12/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2011 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 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
    Ft. Lauderdale, FL
  • 2016-04-28 → 2018-07-13
    Strategic Advisers Llc
    Ft. Lauderdale, FL
Other Businesses

OBA-18049|OrgNmn:DoorDash|Org Addr:Fort Laude,Florida,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Dasher|Duties:Deliver food/items requests to people|StrtDt:02-13-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-17681|OrgNmn:Uber Driver|Org Addr:Fort Laude,Florida,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Driver|Duties:Food delivery service|StrtDt:01-31-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-14396|OrgNmn:Usertesting|Org Addr:Fort Laude,Florida,US|OBA Nature:Market research to gather feed|Invst Rel:N|Title:Tester|Duties:Visit websites or apps, complete a set of tasks, and speak your thoughts aloud|StrtDt:12-01-19|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-11
S63 Uniform Securities Agent State Law Examination 2012-05-09
  • S65 Uniform Investment Adviser Law Examination
    2016-03-11
  • S63 Uniform Securities Agent State Law Examination
    2012-05-09
Other Names
  • Kelly Obrien
  • Kelly Marie O'BRien

View on SEC IAPD

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