Kevin R. Bosworth

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

• 07/2020 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 12/2015 → 06/2020
  A New Hope Llc
  Pocatello, ID
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 10/2016 → 02/2018
  Walden University
  Pocatello, ID
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Litchfield Park, AZ
  Salt Lake City, UT
• 2021-03-18 → 2021-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-03-16

Other Names

• Kevin Roger Erikson
• Kevin Erikson
• Kevin Roger Bosworth
• Kevin Bosworth