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Kevin L. Podell

Strategic Advisers LLC

Plainview, NY

Merrick, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-16
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-16
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Merrick, NY • 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 Melville NY 09/2017 08/2023
Student Oyster Bay NY 09/2007 08/2017
Morgan Stanley Private Bank, National Association New York NY 11/2017 08/2023
Fidelity Investments Plainview NY 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 08/2023
    Morgan Stanley
    Melville, NY
  • 09/2007 → 08/2017
    Student
    Oyster Bay, NY
  • 11/2017 → 08/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2023 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
  • 2017-10-31 → 2023-08-24
    Morgan Stanley
    Melville, NY
Other Businesses

OBA-101769|OrgNmn:None|Org Addr:Merrick,New York,US|OBA Nature:A provide baseball lessons to |Invst Rel:N|Title:Nothing formal, just hitting coac|Duties:None, week to week lessons |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-31
  • S66 Uniform Combined State Law Examination
    2017-10-31
Designations
Other Names
  • Kevin Louis Podell

View on SEC IAPD

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OSAIC WEALTH, INC.
FINANCIAL BOSS
ARCAP PARTNERS LLC

Other Investors

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Daniel S Burns
Yaniv Hakim
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
CATHERINE ANGELA PERUGINI

Other Offices

J.P. MORGAN SECURITIES LLC · PLAINVIEW, NY
CONCURRENT INVESTMENT ADVISORS, LLC · Plainview, NY
CITIGROUP GLOBAL MARKETS INC. · PLAINVIEW, NY
LPL FINANCIAL LLC · PLAINVIEW, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Plainview, NY
OSAIC WEALTH, INC. · PLAINVIEW, NY
FINANCIAL BOSS · PLAINVIEW, NY
ARCAP PARTNERS LLC · PLAINVIEW, NY

More in Plainview, NY

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