Michael Thomas Kelly

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-02-13
TX	RA	APPROVED	2025-03-31

VA RA
APPROVED

Since 2026-02-13
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Midlothian, VA • United States

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • 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

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	07/2021	Present
Sawgrass Country Club	Ponte Vedra	FL	10/2018	06/2021
Deercreek Country Club	Jacksonville	FL	02/2015	03/2018
Unemployed	Jacksonville	FL	05/2018	09/2018
Diversified Collections Inc	Jacksonville	FL	03/2016	04/2018
Fidelity Investments	Boston	MA	03/2025	Present

07/2021 → Present

Fidelity Investments

Jacksonville, FL
10/2018 → 06/2021

Sawgrass Country Club

Ponte Vedra, FL
02/2015 → 03/2018

Deercreek Country Club

Jacksonville, FL
05/2018 → 09/2018

Unemployed

Jacksonville, FL
03/2016 → 04/2018

Diversified Collections Inc

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-09
S63	Uniform Securities Agent State Law Examination	2022-01-26

S66 Uniform Combined State Law Examination

2023-05-09
S63 Uniform Securities Agent State Law Examination

2022-01-26

Other Names

Michael Thomas Kelly
Michael Kelly
Michael Thomas Kelly

View on SEC IAPD

More in Midlothian, VA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor