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Maxwell Kelly

Strategic Advisers LLC

Covington, KY

Fort Thomas, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Fort Thomas, KY • 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
Fidelity Investments Covington KY 02/2021 Present
Pet Wants Fort Thomas KY 08/2017 02/2021
Fedex Union KY 05/2018 07/2018
Linda M. Mika Lmft Fort Thomas KY 10/2017 07/2018
Delaware North Companies Cincinnati OH 05/2016 12/2020
Highlands High/Middle School Fort Thomas KY 01/2011 06/2017
University Of Cincinnati Cincinnati OH 08/2017 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2017 → 02/2021
    Pet Wants
    Fort Thomas, KY
  • 05/2018 → 07/2018
    Fedex
    Union, KY
  • 10/2017 → 07/2018
    Linda M. Mika Lmft
    Fort Thomas, KY
  • 05/2016 → 12/2020
    Delaware North Companies
    Cincinnati, OH
  • 01/2011 → 06/2017
    Highlands High/Middle School
    Fort Thomas, KY
  • 08/2017 → 12/2020
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-16
S63 Uniform Securities Agent State Law Examination 2021-06-11
  • S66 Uniform Combined State Law Examination
    2023-06-16
  • S63 Uniform Securities Agent State Law Examination
    2021-06-11
Other Names
  • Maxwell Patrick Kelly
  • Max Patrick Kelly
  • Maxwell Kelly

View on SEC IAPD

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ALEX CHISHOLM
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DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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