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Priya Kessler

Strategic Advisers LLC

Fairfield, CT

Stamford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Stamford, CT • 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
Gap Inc. Indianapolis IN 03/2021 08/2021
Ohana Software Indianapolis IN 05/2019 08/2019
Hanover College Hanover IN 01/2018 05/2021
Charles Schwab & Co., Inc. Indianapolis IN 06/2021 09/2022
Charles Schwab & Co., Inc. Indianapolis IN 06/2020 08/2020
Hanover College Hanover IN 05/2018 05/2021
Houston Museum Of Natural Science Houston TX 06/2015 08/2018
Student Houston TX 09/2015 05/2017
Student Hanover IN 08/2017 05/2021
Fidelity Investments Fairfield CT 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 08/2021
    Gap Inc.
    Indianapolis, IN
  • 05/2019 → 08/2019
    Ohana Software
    Indianapolis, IN
  • 01/2018 → 05/2021
    Hanover College
    Hanover, IN
  • 06/2021 → 09/2022
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2020 → 08/2020
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 05/2018 → 05/2021
    Hanover College
    Hanover, IN
  • 06/2015 → 08/2018
    Houston Museum Of Natural Science
    Houston, TX
  • 09/2015 → 05/2017
    Student
    Houston, TX
  • 08/2017 → 05/2021
    Student
    Hanover, IN
  • 10/2022 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-27
S63 Uniform Securities Agent State Law Examination 2021-11-18
  • S66 Uniform Combined State Law Examination
    2023-02-27
  • S63 Uniform Securities Agent State Law Examination
    2021-11-18
Other Names
  • Priya Michelle Wood
  • Priya Wood

View on SEC IAPD

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SEAN MCGORDAN LALLJEE
JONATHAN DAVID JAROW
PETER JULIAN DEE
ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin

Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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