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Kelly Primus

Strategic Advisers LLC

Montgomery, AL

Birmingham, AL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Montgomery, AL • United States

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • 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
First Command Financial Planning, Inc. Montgomery AL 02/2016 07/2017
Prima 1 Media Montgomery AL 10/2014 06/2019
First Command Financial Services, Inc. Fort Worth TX 07/2017 01/2018
First Command Advisory Services, Inc. Fort Worth TX 07/2017 01/2018
First Command Insurance Services, Inc. Fort Worth TX 07/2017 01/2018
Fidelity Brokerage Services Llc Birmingham AL 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 07/2017
    First Command Financial Planning, Inc.
    Montgomery, AL
  • 10/2014 → 06/2019
    Prima 1 Media
    Montgomery, AL
  • 07/2017 → 01/2018
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 07/2017 → 01/2018
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2017 → 01/2018
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 07/2019 → Present
    Fidelity Brokerage Services Llc
    Birmingham, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Birmingham, AL
  • 2017-07-13 → 2018-01-18
    First Command Advisory Services
    Montgomery, AL
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-12
S63 Uniform Securities Agent State Law Examination 2017-06-16
  • S65 Uniform Investment Adviser Law Examination
    2017-07-12
  • S63 Uniform Securities Agent State Law Examination
    2017-06-16
Other Names
  • Kelly J Primus
  • Kelly Primus

View on SEC IAPD

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