Kevin D Oliver

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

• 08/2016 → 06/2019
  Jpmorgan Securities Llc
  San Antonio, TX
• 07/2019 → 06/2022
  Victory Capital Services
  San Antonio, TX
• 06/2019 → 07/2019
  Millennium Group
  San Antonio, TX
• 06/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2019-07-05 → 2022-06-03
  Victory Capital Management Inc.
  San Antonio, TX
• 2016-09-01 → 2019-07-03
  J.P. Morgan Securities Llc
  San Antonio, TX
• 2014-12-03 → 2016-03-17
  Advisors Asset Management, Inc.
  Boerne, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-02
• S63 Uniform Securities Agent State Law Examination
  2013-01-18

Other Names

• Kevin Doyle Oliver
• Kevin Oliver