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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States

Pittsburgh, PA • 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 Investments Pittsburgh PA 05/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 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
    Pittsburgh, PA
    Township, PA
  • 2017-06-29 → 2018-07-13
    Cranberry Township, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-10
S63 Uniform Securities Agent State Law Examination 2015-10-09
  • S66 Uniform Combined State Law Examination
    2017-04-10
  • S63 Uniform Securities Agent State Law Examination
    2015-10-09
Designations
Other Names
  • Kelly Ann Knight

View on SEC IAPD

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