Kelia Alana Grandison

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

• 06/2011 → 03/2019
  Student
  Pennsylvania, PA
• 03/2019 → 09/2019
  Starbucks
  State College, PA
• 08/2019 → 05/2021
  Penn State College Of Agricultural Sciences
  State College, PA
• 09/2019 → 01/2020
  Penn State College Of Agricultural Sciences
  State College, PA
• 07/2020 → 06/2021
  Penn State College Of Agricultural Sciences
  State College, PA
• 06/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 05/2019 → 08/2019
  Haverford College Dining Services
  Haverford, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-03-22

Other Names

• Kelia A Grandison
• Kelia Alana Grandison