Keith Worthington

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

• 06/2012 → Present
  Fidelity Investments
  Naperville, IL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Chicago, IL
  Inverness, IL
• 2012-06-26 → 2018-07-13
  Strategic Advisers Llc
  Naperville, IL
  Chicago, IL
• 2011-02-10 → 2012-06-05
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Mount Prospect, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-09
• S63 Uniform Securities Agent State Law Examination
  2008-12-02

Other Names

• Keith D Worthington
• Keith David Worthington