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Anne K. Byerly

Strategic Advisers LLC

Ashburn, VA

Fairfax, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-24
  • VA RA
    APPROVED
    Since 2025-10-24

Branch Locations

20465 Exchange St, Ashburn, VA 20147-5940 • United States

Fairfax, VA • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2018 09/2025
Apio Guadalupe CA 08/2014 04/2018
Unemployed San Luis Obispo CA 05/2018 07/2018
Fidelity Investments Ashburn VA 09/2025 Present
  • 07/2018 → 09/2025
    Edward Jones
    St Louis, MO
  • 08/2014 → 04/2018
    Apio
    Guadalupe, CA
  • 05/2018 → 07/2018
    Unemployed
    San Luis Obispo, CA
  • 09/2025 → Present
    Fidelity Investments
    Ashburn, VA
Previous Registrations
  • 2018-09-04 → 2025-10-07
    Edward Jones
    San Luis Obispo, CA
    St Louis, MO
    San Luis Obispo, CA
    San Luis Obispo, CA
    Falls Church, VA
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-31
  • S66 Uniform Combined State Law Examination
    2018-08-31
Designations
Other Names
  • Anne Dirrane Kelly
  • Anne Byerly
  • Anne Kelly Byerly

View on SEC IAPD

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Other Investors

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JOSEPH ALTSCHULER
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ALEXANDER MARTIN NEISHELL
ESTERLYN FERNANDEZ
ROBERT PATRICK TIGANI
THOMAS GERSTENSCHLAGER

Other Offices

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA
IP FINANCIAL ADVISORY SERVICES LLC · Ashburn, VA

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