Campbell Kelley

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Costa Mesa, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Boston	MA	08/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → Present

Fidelity Brokerage Services Llc

Boston, MA
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

Newport Beach, CA

Boston, MA
2017-06-06 → 2018-07-13

Strategic Advisers Llc

Boston, MA

Other Businesses

OBA-14669|OrgNmn:Abandon Children's Fund|Org Addr:Santa Rosa,California,US|OBA Nature:non-profit Charity work intern|Invst Rel:N|Title:Board member|Duties:act as a member of the governing body for the charities non-profit projects|StrtDt:02-02-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-12
S63	Uniform Securities Agent State Law Examination	2015-10-27

S65 Uniform Investment Adviser Law Examination

2017-05-12
S63 Uniform Securities Agent State Law Examination

2015-10-27

Other Names

Campbell Robert Kelley

View on SEC IAPD

More in Costa Mesa, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor