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Kelly M Lannan

Strategic Advisers LLC

South Boston, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-22
TX RA APPROVED 2025-07-08
  • MA RA
    APPROVED
    Since 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-08

Branch Locations

South Boston, MA • United States

155 Congress St, Boston, MA 02110-2511 • 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 Salt Lake City UT 02/2015 Present
  • 02/2015 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-01
S63 Uniform Securities Agent State Law Examination 2015-05-08
  • S66 Uniform Combined State Law Examination
    2025-07-01
  • S63 Uniform Securities Agent State Law Examination
    2015-05-08
Other Names
  • Kelly Marie Lannan

View on SEC IAPD

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