Brendan Phillip Kerr

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Whitman, MA • United States

109 University Ave Ste 107, Westwood, MA 02090-2306 • 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	Smithfield	RI	02/2019	12/2022
Feenan Financial Group	Quincy	MA	01/2018	01/2019
Department Of Coservation And Recreation	Hingham	MA	05/2017	10/2017
Westfield State University	Westfield	MA	07/2013	05/2017
Fidelity Investments	Westwood	MA	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2019 → 12/2022

Fidelity Investments

Smithfield, RI
01/2018 → 01/2019

Feenan Financial Group

Quincy, MA
05/2017 → 10/2017

Department Of Coservation And Recreation

Hingham, MA
07/2013 → 05/2017

Westfield State University

Westfield, MA
01/2023 → Present

Fidelity Investments

Westwood, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westwood, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-31
S63	Uniform Securities Agent State Law Examination	2019-06-07

S66 Uniform Combined State Law Examination

2023-03-31
S63 Uniform Securities Agent State Law Examination

2019-06-07

Other Names

Brendan Kerr

View on SEC IAPD

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