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Kevin G. Scott

Strategic Advisers LLC

Morrisville, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Morrisville, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Usaa Financial Planning Services San Antonio TX 08/2009 12/2020
Usaa Financial Advisors, Inc. San Antonio TX 09/2010 06/2020
Usaa Investment Services Company San Antonio TX 01/2018 07/2021
Kevin Scott Sole Proprietor San Antonio TX 04/2007 07/2021
Usaa Life Insurance Company San Antonio TX 12/2020 07/2021
Fidelity Investments Durham NC 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2009 → 12/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 09/2010 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 01/2018 → 07/2021
    Usaa Investment Services Company
    San Antonio, TX
  • 04/2007 → 07/2021
    Kevin Scott Sole Proprietor
    San Antonio, TX
  • 12/2020 → 07/2021
    Usaa Life Insurance Company
    San Antonio, TX
  • 07/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2018-01-08 → 2021-07-27
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
  • 2012-10-19 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
  • 2011-08-08 → 2012-10-23
    Usaa Investment Services Company
    San Antonio, TX
Other Businesses

OBA-115451|OrgNmn:Compassionate Tabernacle of Faith Baptist Church|Org Addr:Raleigh,North Caro,US|OBA Nature:Compassionate Tabernacle of Fa|Invst Rel:N|Title:Finance Comittee, Team Member|Duties:I will serve as a member of the church's finance committee. In this role, I will assist the chuch in collecting money, preparing reports, and|StrtDt:01-08-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-05
  • S66 Uniform Combined State Law Examination
    2011-08-05
Other Names
  • Kevin Scott
  • Kevin Gerrard Scott

View on SEC IAPD

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