Keri Green

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 06/2021
  Sorin Blu Aesthetics
  Jacksonville, FL
• 03/2020 → 08/2020
  Saint Leo University
  St.LEo, FL
• 08/2019 → 03/2020
  Aveda Institute
  Jacksonville, FL
• 01/2018 → 03/2019
  The Arc Of Jacksonville
  Jacksonville, FL
• 07/2017 → 12/2017
  The Adecco Group
  Jacksonville, FL
• 04/2017 → 07/2017
  Delta Global Services
  Gainsville, FL
• 05/2016 → 04/2017
  Another Chance Of Atlanta
  Atlanta, GA
• 03/2023 → 05/2024
  Unemployed
  Atlanta, GA
• 05/2024 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2019 → 08/2019
  Unemployed
  Unemployed, FL
• 06/2021 → 03/2023
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fayetteville, GA
• 2022-04-12 → 2023-03-08
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-119734|OrgNmn:The Harlem Tap Room |Org Addr:St. Louis ,Missouri,US|OBA Nature:Real Estate Management/buildin|Invst Rel:Y|Title:Officer|Duties:Assisting current owner, Father, in logistical support of building/business payments |StrtDt:06-03-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-03-23

Other Names

• Keri Evon Giusti
• Keri Evon Green
• Keri Giusti