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Kendra E. Gooden

Strategic Advisers LLC

Cornelius, NC

Huntersville, NC

Charlotte, NC

CRD 7321191

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Cornelius, NC • United States

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • 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
State Employees' Credit Union Cornelius NC 07/2014 03/2021
Secu Brokerage Services Raleigh NC 12/2020 03/2021
Secu Life Insurance Company Raleigh NC 12/2020 03/2021
Harris Teeter Cornelius NC 11/2019 01/2020
Unemployed Cornelius NC 04/2021 10/2021
Mutual Of Omaha Mortgage Charlotte NC 10/2021 03/2022
Instacart Cornelius NC 11/2021 04/2022
Fidelity Brokerage Services Llc Huntersville NC 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 03/2021
    State Employees' Credit Union
    Cornelius, NC
  • 12/2020 → 03/2021
    Secu Brokerage Services
    Raleigh, NC
  • 12/2020 → 03/2021
    Secu Life Insurance Company
    Raleigh, NC
  • 11/2019 → 01/2020
    Harris Teeter
    Cornelius, NC
  • 04/2021 → 10/2021
    Unemployed
    Cornelius, NC
  • 10/2021 → 03/2022
    Mutual Of Omaha Mortgage
    Charlotte, NC
  • 11/2021 → 04/2022
    Instacart
    Cornelius, NC
  • 04/2022 → Present
    Fidelity Brokerage Services Llc
    Huntersville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntersville, NC
Other Businesses

OBA-68758|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Shop and Delivery groceries an|Invst Rel:N|Title:Independent Contractor|Duties:I pick jobs when I want to shop and deliver. I'm not obligated to do any of them if I don't want.|StrtDt:11-15-21|TotHrs/mon:7.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
  • S66 Uniform Combined State Law Examination
    2022-12-10
Other Names
  • Kendra Elaine Johnson
  • Kendra Elaine Gooden

View on SEC IAPD

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