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Kevin Phelan

Strategic Advisers LLC

Exton, PA

Thorndale, PA

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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

300 Main Street, Exton, PA 19341-3707 • United States

Thorndale, 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
The Vanguard Group, Inc. Malvern PA 06/2016 01/2023
Fidelity Investments Villanova PA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 01/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 02/2023 → Present
    Fidelity Investments
    Villanova, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-06
S63 Uniform Securities Agent State Law Examination 2016-07-12
  • S66 Uniform Combined State Law Examination
    2023-07-06
  • S63 Uniform Securities Agent State Law Examination
    2016-07-12
Other Names
  • Kevin Phelan
  • Kevin Patrick Phelan

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA

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