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Kevin James Kelley

Strategic Advisers LLC

Dunwoody, GA

Atlanta, GA

Dunwoody, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Atlanta, GA • United States

4505 Ashford Dunwoody Rd Ne Ste 4, Dunwoody, GA 30346-1516 • 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
Mml Investors Services Franklin TN 03/2020 02/2023
Capital Financial Group/ Mass Mutual Franklin TN 09/2018 02/2023
Brennan Bertoldi Inc. Santa Ana CA 05/2014 02/2020
Star Package Oxford MS 05/2016 04/2017
Fidelity Investments Nashville TN 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 02/2023
    Mml Investors Services
    Franklin, TN
  • 09/2018 → 02/2023
    Capital Financial Group/ Mass Mutual
    Franklin, TN
  • 05/2014 → 02/2020
    Brennan Bertoldi Inc.
    Santa Ana, CA
  • 05/2016 → 04/2017
    Star Package
    Oxford, MS
  • 02/2023 → Present
    Fidelity Investments
    Nashville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
    Antioch, TN
  • 2022-02-25 → 2023-02-13
    Mml Investors Services, Llc
    Brentwood, TN
    Franklin, TN
Other Businesses

OBA-100028|OrgNmn:FoxMeadow Holdings LLC.|Org Addr:Antioch,Tennessee,US|OBA Nature:Rental House |Invst Rel:Y|Title:Manager|Duties:Communications with property manager. |StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-14
  • S66 Uniform Combined State Law Examination
    2021-11-14
Designations
Other Names
  • Kj Kelley
  • Kevin James Kelley

View on SEC IAPD

Other Firms

NEWEDGE ADVISORS
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GALLAGHER FIDUCIARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
COMPASS WEALTH MANAGEMENT, LLC
LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

More in Dunwoody, GA

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