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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Manchester, MO • United States

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • 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
Edward Jones Maryland Heights MO 02/2017 11/2022
Talent Plus St. Louis MO 06/2015 11/2022
Fidelity Investments Chesterfield MO 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 11/2022
    Maryland Heights, MO
  • 06/2015 → 11/2022
    Talent Plus
    St. Louis, MO
  • 11/2022 → Present
    Fidelity Investments
    Chesterfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2018-03-26 → 2022-11-30
    Maryland Heights, MO
    St Louis, MO
    Maryland Heights, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-23
  • S66 Uniform Combined State Law Examination
    2018-03-23
Other Names
  • Kelly Denise Fitzgerald
  • Kelly Denise Clark
  • Kelly Clark

View on SEC IAPD

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