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Kelvin An

Strategic Advisers LLC

Bellevue, WA

Bellevue, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Bellevue, WA • 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
Scottrade Rowland Heights CA 03/2015 02/2018
Td Ameritrade, Inc. Yorba Linda CA 02/2018 03/2018
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 03/2018
Fidelity Brokerage Services Irvine CA 03/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 02/2018
    Scottrade
    Rowland Heights, CA
  • 02/2018 → 03/2018
    Td Ameritrade, Inc.
    Yorba Linda, CA
  • 02/2018 → 03/2018
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 03/2018 → Present
    Fidelity Brokerage Services
    Irvine, CA
  • 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
    Bellevue, WA
    Kirkland, WA
  • 2018-03-15 → 2018-07-13
    Strategic Advisers Llc
    Irvine, CA
  • 2018-02-27 → 2018-03-07
    Td Ameritrade, Inc.
    Brea, CA
  • 2018-02-26 → 2018-03-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2016-10-06 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

OBA-122005|OrgNmn:ADVENTURE STUDIO LLC|Org Addr:BELLEVUE,Washington,US|OBA Nature:CAMPER VAN RENTAL |Invst Rel:N|Title:Sole Proprietor|Duties:MANAGING RENTAL BOOKING, CLEANING, AND MAINTENING VEHICLE|StrtDt:08-04-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-22
  • S66 Uniform Combined State Law Examination
    2014-12-22
Other Names
  • Jinjin An
  • Kelvin Jin An

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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