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Kevin M Wright

Strategic Advisers LLC

Novi, MI

Novi, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-14
  • MI RA
    APPROVED
    Since 2026-08-14

Branch Locations

Novi, MI • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Novi MI 12/2014 04/2025
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2025
Fidelity Investments Boston MA 03/2025 04/2025
Fisher Investments Novi MI 04/2025 07/2026
Fidelity Investments Novi MI 07/2026 Present
  • 12/2014 → 04/2025
    Fidelity Brokerage Services Llc
    Novi, MI
  • 07/2018 → 04/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 04/2025 → 07/2026
    Fisher Investments
    Novi, MI
  • 07/2026 → Present
    Fidelity Investments
    Novi, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-11
S63 Uniform Securities Agent State Law Examination 2010-04-16
  • S66 Uniform Combined State Law Examination
    2015-02-11
  • S63 Uniform Securities Agent State Law Examination
    2010-04-16
Designations
Other Names
  • Kevin Wright
  • Kevin M Wright

View on SEC IAPD

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