Kelly T. Trotter

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Macon, GA
• 11/2016 → 01/2023
  Wells Fargo Clearing Services, Llc
  Macon, GA
• 01/2023 → Present
  Fidelity Investments
  Macon, GA
• 08/2015 → 05/2017
  Middle Ga State University
  Macon, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Macon, GA
• 2014-03-27 → 2023-02-06
  Wells Fargo Clearing Services, Llc
  Macon, GA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-16
• S63 Uniform Securities Agent State Law Examination
  2010-02-15

Other Names

• Kelly M Thigpen
• Kelly Michelle Trotter
• Kelly Thigpen Trotter