Best Investors Account Sign in

Paul Kelley

Strategic Advisers LLC

Taylor Mill, KY

Covington, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Taylor Mill, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Western Southern Life Crestview Hills KY 07/2018 05/2019
W&S Brokerage Services Cincinnati OH 09/2018 05/2019
Dhl Hebron KY 04/2018 06/2018
Amazon Hebron KY 07/2016 02/2017
Northern Kentucky University Highland Heights KY 07/2014 06/2018
Planet Fitness Alexandria KY 05/2019 08/2020
Anytime Fitness Independence KY 01/2021 08/2022
Fidelity Covington KY 09/2022 Present
Unemployed Alexandria KY 09/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 05/2019
    Western Southern Life
    Crestview Hills, KY
  • 09/2018 → 05/2019
    W&S Brokerage Services
    Cincinnati, OH
  • 04/2018 → 06/2018
    Dhl
    Hebron, KY
  • 07/2016 → 02/2017
    Amazon
    Hebron, KY
  • 07/2014 → 06/2018
    Northern Kentucky University
    Highland Heights, KY
  • 05/2019 → 08/2020
    Planet Fitness
    Alexandria, KY
  • 01/2021 → 08/2022
    Anytime Fitness
    Independence, KY
  • 09/2022 → Present
    Fidelity
    Covington, KY
  • 09/2020 → 12/2020
    Unemployed
    Alexandria, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2023-02-09

View on SEC IAPD

More in Taylor Mill, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor