Dennis Klees

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

• 08/2011 → 07/2022
  Tdameritrade
  Stamford, CT
• 08/2022 → Present
  Fidelity Investments Llc
  Southlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Southlake, TX
• 2011-08-22 → 2021-10-07
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Omaha, NE
  Danbury, CT
  Southlake, TX
• 2011-08-22 → 2018-06-29
  Td Ameritrade Investment Management, Llc
  Stamford, CT
• 2008-11-11 → 2011-08-25
  Charles Schwab & Co., Inc.
  Englewood, CO
  New York City, NY
  New York City, NY
  New York City, NY
  New York City, NY
  New York City, NY
  New York, NY
  Richfield, OH

Exams

• S66 Uniform Combined State Law Examination
  2008-11-10
• S63 Uniform Securities Agent State Law Examination
  1994-03-09

Other Names

• Dennis Kless
• Dennis Klees
• Dennis (None) Klees