Kevin Ladon Ealey

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

• 12/2015 → 03/2022
  Wells Fargo Bank, Na
  Centreville, VA
• 04/2019 → 03/2022
  Wells Fargo Clearing Services, Llc
  Centreville, VA
• 01/2017 → 01/2018
  Mt. Peniel Cogic
  Fredericksburg, VA
• 03/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fredericksburg, VA
• 2019-10-07 → 2022-03-24
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Centreville, VA
  Mclean, VA
  Stafford, VA
  Fredericksburg, VA

Other Businesses

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Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-12

Other Names

• Kevin Ealey
• Kevin Ladon Ealey
• Kevin Ladon Ealey