Keith J Wagner

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2017
  Morgan Stanley
  New Orleans, LA
• 06/2016 → 08/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2018 → 04/2020
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 04/2018 → 04/2020
  Jpmorgan Securities, Llc.
  Dallas, TX
• 04/2015 → 10/2021
  Dp Training Solutions
  Great Neck, NY
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Long Island City, NY
  Boston, MA
  Tampa, FL
  Tampa, FL
• 2018-04-11 → 2020-04-01
  J.P. Morgan Securities Llc
  Dallas, TX
• 2016-08-24 → 2017-07-24
  Morgan Stanley
  New Orleans, LA

Other Businesses

OBA-63940|OrgNmn:DP Training Solutions|Org Addr:Great Neck,New York,US|OBA Nature:Maritime Education|Invst Rel:N|Title:Co-Founder|Duties:None|StrtDt:04-01-14|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-08-24

Other Names

• Keith Joseph Wagner
• Keith Wagner