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Kaylee Smith

Strategic Advisers LLC

Indianapolis, IN

Carmel, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Carmel, IN • 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
Fidelity Investments Covington KY 07/2013 08/2018
Fidelity Brokerage Services Llc Covington KY 08/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 08/2018
    Fidelity Investments
    Covington, KY
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
S63 Uniform Securities Agent State Law Examination 2018-09-11
  • S66 Uniform Combined State Law Examination
    2022-01-21
  • S63 Uniform Securities Agent State Law Examination
    2018-09-11
Other Names
  • Kaylee Ann Smith
  • Kaylee Smith

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
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