Kelly O'HAra

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

• 09/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 06/2020 → 09/2020
  T-Bones
  Bedford, NH
• 03/2020 → 06/2020
  Unemployed
  Hooksett, NH
• 09/2017 → 04/2018
  Saint Michael's College
  Winooski, VT
• 11/2019 → 03/2020
  The Boston Executives
  Malden, MA
• 08/2019 → 12/2019
  Bertucci's
  Manchester, NH
• 09/2018 → 06/2019
  Colegio De Maria Virgen
  Madrid
• 06/2018 → 08/2018
  Timberland
  Merrimack, NH
• 09/2014 → 05/2018
  Saint Michael's College
  Winooski, VT
• 07/2015 → 08/2017
  Northeast Delta Dental Stadium
  Manchester, NH
• 01/2017 → 05/2017
  Grupo Zena
  Madrid
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2021-05-04

Other Names

• Kelly Nicole O'HAra
• Kelly Nicole Ohara