Kevin Flatley

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
DE	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

DE RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Wilmington, DE • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • 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 Brokerage Services Llc	King Of Prussia	PA	06/2018	Present
Valley Forge Casino Resort	Valley Forge	PA	06/2015	01/2018
Radnor Valley Country Club	Radnor	PA	06/2016	09/2016
Schaffer Sound Productions	Media	PA	05/2013	09/2016
Perpay Inc	Philadelphia	PA	06/2017	06/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → Present

Fidelity Brokerage Services Llc

King Of Prussia, PA
06/2015 → 01/2018

Valley Forge Casino Resort

Valley Forge, PA
06/2016 → 09/2016

Radnor Valley Country Club

Radnor, PA
05/2013 → 09/2016

Schaffer Sound Productions

Media, PA
06/2017 → 06/2018

Perpay Inc

Philadelphia, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-08-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenville, DE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-12

S66 Uniform Combined State Law Examination

2019-04-12

Other Names

Kevin Michael Flatley
Kevin Flatley

View on SEC IAPD

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