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Kelly R. King

Strategic Advisers LLC

Ft. Wright, KY

Covington, KY

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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_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Ft. Wright, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 02/2008 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2008 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-14230|OrgNmn:Young Living|Org Addr:Ft. Wright,Kentucky,US|OBA Nature:Essential Oils|Invst Rel:N|Title:Member|Duties:order essential oils|StrtDt:12-07-19|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-24
S63 Uniform Securities Agent State Law Examination 2008-05-12
  • S66 Uniform Combined State Law Examination
    2019-05-24
  • S63 Uniform Securities Agent State Law Examination
    2008-05-12
Other Names
  • Duncan Kelly
  • Kelly Roberta Duncan
  • Kelly Roberta Johnston
  • Kelly R. Johnston
  • Kelly R. Duncan

View on SEC IAPD

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