Kelly Hobby

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

• 08/2021 → 02/2023
  Charles Schwab & Co., Inc.
  Mckinney, TX
• 01/2011 → 03/2023
  Washtenaw Community College
  Ann Arbor, MI
• 01/2018 → 08/2021
  Collin College
  Mckinney, TX
• 03/2023 → Present
  Fidelity Investments
  Ann Arbor, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ann Arbor, MI

Other Businesses

OBA-97177|OrgNmn:Washtenaw Community College|Org Addr:Ann Arbor,Michigan,US|OBA Nature:2 year college|Invst Rel:N|Title:Adjunct Instructor|Duties:teach online freshman earth science|StrtDt:01-10-11|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-07-12

Other Names

• Kelly Hobby
• Kelly Hobby Fuks
• Kelly Deeana Hobby