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Keith T. Dupree

Strategic Advisers LLC

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Philadelphia, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlton NJ 09/2019 09/2020
Bank Of America, N.A. Marlton NJ 09/2019 09/2020
Pnc Bank Blackwood NJ 03/2017 08/2019
Rutgers University-New Brunswick Piscataway NJ 09/2011 03/2017
Fidelity Investments Merrimack NH 12/2021 Present
Unemployed Philadelphia PA 09/2020 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 09/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Marlton, NJ
  • 09/2019 → 09/2020
    Bank Of America, N.A.
    Marlton, NJ
  • 03/2017 → 08/2019
    Pnc Bank
    Blackwood, NJ
  • 09/2011 → 03/2017
    Rutgers University-New Brunswick
    Piscataway, NJ
  • 12/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2020 → 12/2021
    Unemployed
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-126327|OrgNmn:Uber Eats |Org Addr:Philadelph,Pennsylvan,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Independent Contractor|Duties:Delivery|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-125787|OrgNmn:DOORDASH|Org Addr:PHILADELPH,Pennsylvan,US|OBA Nature:Self employed delivery driver|Invst Rel:N|Title:Independent Contractor|Duties:Food delivery|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Other Names
  • Keith T Dupree
  • Keith Dupree
  • Keith Terron Dupree

View on SEC IAPD

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