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Keith Meyer

Strategic Advisers LLC

Ft. Lauderdale, FL

New York, NY

Yardley, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

Yardley, PA • 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 Investments Morristown NJ 09/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Investments
    Morristown, NJ
  • 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
    Richboro, PA
    Ft. Lauderdale, FL
    New York, NY
  • 2015-11-16 → 2018-07-13
    Strategic Advisers Llc
    Morristown, NJ
Other Businesses

OBA-128903|OrgNmn:Lucky Charmie|Org Addr:Yardley,Pennsylvan,US|OBA Nature:Online Retail Business Selling|Invst Rel:N|Title:Partner|Duties:Website Maintenance, Inventory Sourcing/Management, help shipping and fufilling orders|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-115545|OrgNmn:Ebay|Org Addr:Yardley,Pennsylvan,US|OBA Nature:Selling Sports Cards and Memor|Invst Rel:N|Title:Sole Proprietor|Duties:Sell memorabilia/household items|StrtDt:12-22-24|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-08
S63 Uniform Securities Agent State Law Examination 2013-12-09
  • S66 Uniform Combined State Law Examination
    2015-05-08
  • S63 Uniform Securities Agent State Law Examination
    2013-12-09
Other Names
  • Keith Michael Meyer

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

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