Keith Meyer

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

• 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

• S66 Uniform Combined State Law Examination
  2015-05-08
• S63 Uniform Securities Agent State Law Examination
  2013-12-09

Other Names

• Keith Michael Meyer