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Kevin Joseph Stout

Strategic Advisers LLC

Highland Park, IL

Glenview, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Glenview, IL • 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
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2017
Morgan Stanley Smith Barney Llc Chicago IL 05/2015 01/2017
Insight Securities, Inc. Highland Park IL 02/2017 11/2020
Cgo Wealth Management, Llc Highland Park IL 02/2017 11/2020
Insight Securities, Inc. Highland Park IL 11/2020 06/2021
Fidelity Investments Chicago IL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 01/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 05/2015 → 01/2017
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 02/2017 → 11/2020
    Insight Securities, Inc.
    Highland Park, IL
  • 02/2017 → 11/2020
    Cgo Wealth Management, Llc
    Highland Park, IL
  • 11/2020 → 06/2021
    Insight Securities, Inc.
    Highland Park, IL
  • 06/2021 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2017-02-16 → 2021-06-28
    Insight Securities, Inc.
    Highland Park, IL
  • 2014-04-04 → 2017-01-31
    Morgan Stanley
    Chicago, IL
    South Jordan, UT
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-03
  • S66 Uniform Combined State Law Examination
    2014-04-03

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
EDWARD JONES
INSIGHT SECURITIES, INC.

Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

More in Highland Park, IL

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