Kelly Mcmahon

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 → 02/2017
  Raymond James Financial Services, Inc
  Cincinnati, OH
• 02/2017 → 07/2020
  Raymond James Financial Services, Inc
  Cincinnati, OH
• 08/2017 → 07/2020
  Raymond James Financial Services Advisors Inc.
  Cincinnati, OH
• 06/2016 → 07/2020
  Park National Bank Of Southwest Ohio & N Ky
  Cincinnati, OH
• 02/2018 → 03/2020
  United Way Of Greater Cincinnati
  Cincinnati, OH
• 09/2020 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2017-08-22 → 2020-07-31
  Raymond James Financial Services Advisors, Inc
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2017-08-17

Other Names

• Kelly Ann Gallagher
• Kelly Ann Mcmahon
• Kelly Mcmahon