Kelsey Taylor Barton

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-05-13
TX	RA	APPROVED	2025-05-13

NH RA
APPROVED

Since 2025-05-13
TX RA
APPROVED

Since 2025-05-13

Branch Locations

Franklin, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	10/2020	Present
Southern New Hampshire University	Manchester	NH	10/2018	10/2020
360 Intel	Manchester	NH	07/2019	06/2020
Spectrum Marketing Companies	Manchester	NH	06/2018	10/2018
Hop + Grind	Durham	NH	11/2017	05/2018
University Of New Hampshire	Durham	NH	08/2016	05/2018
The Big Catch	Bristol	NH	06/2014	08/2017

10/2020 → Present

Fidelity Investments

Merrimack, NH
10/2018 → 10/2020

Southern New Hampshire University

Manchester, NH
07/2019 → 06/2020

360 Intel

Manchester, NH
06/2018 → 10/2018

Spectrum Marketing Companies

Manchester, NH
11/2017 → 05/2018

Hop + Grind

Durham, NH
08/2016 → 05/2018

University Of New Hampshire

Durham, NH
06/2014 → 08/2017

The Big Catch

Bristol, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-09
S63	Uniform Securities Agent State Law Examination	2021-09-15

S66 Uniform Combined State Law Examination

2025-05-09
S63 Uniform Securities Agent State Law Examination

2021-09-15

Other Names

Kelsey Bird
Kelsey Taylor Bird

View on SEC IAPD

More in Franklin, NH

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