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Kelly Egan-Thorpe

Strategic Advisers LLC

San Diego, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-15
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-04-15
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Diego, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • 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
Edward Jones St Louis MO 03/2021 12/2023
Bronco Wine Company Ceres CA 11/2016 03/2021
Winebow New York NY 12/2015 10/2016
Fidelity Investments San Diego CA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 12/2023
    Edward Jones
    St Louis, MO
  • 11/2016 → 03/2021
    Bronco Wine Company
    Ceres, CA
  • 12/2015 → 10/2016
    Winebow
    New York, NY
  • 12/2023 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2021-05-19 → 2023-12-12
    Edward Jones
    San Diego, CA
    San Diego, CA
    St Louis, MO
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-18
  • S66 Uniform Combined State Law Examination
    2021-05-18
Other Names
  • Kelly Anne Egan-Thorpe
  • Kelly Egan-Thorpe

View on SEC IAPD

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