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Carlos Kennedy

Strategic Advisers LLC

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Los Angeles, CA • 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
Bancwest Investment Services, Inc. Sacremento CA 01/2015 09/2021
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 09/2021
    Bancwest Investment Services, Inc.
    Sacremento, CA
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Los Angeles, CA
  • 2019-01-30 → 2021-11-02
    Bancwest Investment Services, Inc.
    Sacramento, CA
    Sacramento, CA
    Pasadena, CA
  • 2009-06-17 → 2009-10-14
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-29
S66 Uniform Combined State Law Examination 2009-06-15
S63 Uniform Securities Agent State Law Examination 2004-12-17
  • S65 Uniform Investment Adviser Law Examination
    2019-01-29
  • S66 Uniform Combined State Law Examination
    2009-06-15
  • S63 Uniform Securities Agent State Law Examination
    2004-12-17
Other Names
  • Carlos Kennedy
  • Carlos D Kennedy
  • Carlos Deshawn Kennedy

View on SEC IAPD

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