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Kelly L. Uber

Strategic Advisers LLC

Fairlawn, OH

Doylestown, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States

Doylestown, OH • 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
Citizens Bank Cleveland OH 11/2015 03/2017
Citizens Securities Inc Cleveland OH 03/2017 12/2017
Citizens Securities Inc. Cleveland OH 12/2017 03/2018
Citizens Bank Cleveland OH 12/2017 03/2018
Key Investment Services, Llc Cleveland OH 03/2018 08/2019
Keybank Solon OH 03/2018 08/2019
Key Investment Services Brooklyn OH 08/2019 06/2020
Fidelity Investments Fairlawn OH 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 03/2017
    Citizens Bank
    Cleveland, OH
  • 03/2017 → 12/2017
    Citizens Securities Inc
    Cleveland, OH
  • 12/2017 → 03/2018
    Citizens Securities Inc.
    Cleveland, OH
  • 12/2017 → 03/2018
    Citizens Bank
    Cleveland, OH
  • 03/2018 → 08/2019
    Key Investment Services, Llc
    Cleveland, OH
  • 03/2018 → 08/2019
    Keybank
    Solon, OH
  • 08/2019 → 06/2020
    Key Investment Services
    Brooklyn, OH
  • 06/2020 → Present
    Fidelity Investments
    Fairlawn, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairlawn, OH
  • 2019-09-04 → 2020-06-03
    Key Investment Services Llc
    Solon, OH
    Columbus, OH
    Solon, OH
    Brooklyn, OH
    Brooklyn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-03
S63 Uniform Securities Agent State Law Examination 2017-05-11
  • S66 Uniform Combined State Law Examination
    2019-09-03
  • S63 Uniform Securities Agent State Law Examination
    2017-05-11
Other Names
  • Kelly Freeman
  • Kelly Lynn Freeman
  • Kelly Lynn Uber
  • Kelly L Uber

View on SEC IAPD

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Other Investors

JULIE JANE SEELEY
DANNY DEAN EHMER
KEVIN LONGANECKER
KETAN INDULAL PAREKH
MATTHEW MIZE
RAFFAELLA OWENS
RUBY JAIN
LEONIDES PENA

Other Offices

PFS INVESTMENTS INC. · FAIRLAWN, OH
PFS INVESTMENTS INC. · FAIRLAWN, OH
TCM WEALTH ADVISORS · FAIRLAWN, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
PNC WEALTH MANAGEMENT LLC · FAIRLAWN, OH
CITIZENS SECURITIES, INC. · FAIRLAWN, OH
LPL FINANCIAL LLC · FAIRLAWN, OH
U.S. BANCORP ADVISORS, LLC · Fairlawn, OH

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