Anna I Kayeva

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 01/2015 → 11/2018
  Umbrella Auto Transport
  Philadelphia, PA
• 08/2013 → 05/2017
  Penn State University
  Abington, PA
• 04/2021 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Holland, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30
• S66 Uniform Combined State Law Examination
  2023-12-28
• S63 Uniform Securities Agent State Law Examination
  2019-08-08

Other Names

• Anna Kayeva
• Anna Igorevna Kayeva
• Anna I Kayeva