Kelsey T. Saucier

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

• 06/2018 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 06/2014 → 06/2018
  Self-Employed
  Worcester, MA
• 06/2017 → 08/2017
  Fidelity Investments
  Merrimack, NH
• 05/2017 → 06/2018
  Concord Raiders Softball
  Concord, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-04-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Shrewsbury, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-03-09
• S63 Uniform Securities Agent State Law Examination
  2018-11-07

Other Names

• Kelsey Taylor Saucier
• Kelsey Saucier