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Kevin Michael Mcwilliams

Strategic Advisers LLC

Merrimack, NH

Merrimack, NH

CRD 7461199

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-23
  • NH RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

Merrimack, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Merrimack NH 10/2021 Present
Amazon Logistics Hooksett NH 05/2020 10/2021
Saint Joseph's College Of Maine Standish ME 05/2017 05/2020
Saint Joseph's College Of Maine Standish ME 08/2017 05/2020
Reserves Officers' Training Corps Cadet Gorham ME 01/2017 05/2020
Saint Joseph's College Of Maine Standish ME 08/2016 05/2020
  • 10/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2020 → 10/2021
    Amazon Logistics
    Hooksett, NH
  • 05/2017 → 05/2020
    Saint Joseph's College Of Maine
    Standish, ME
  • 08/2017 → 05/2020
    Saint Joseph's College Of Maine
    Standish, ME
  • 01/2017 → 05/2020
    Reserves Officers' Training Corps Cadet
    Gorham, ME
  • 08/2016 → 05/2020
    Saint Joseph's College Of Maine
    Standish, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Kevin Michael Mcwilliams
  • Kevin Michael Mcwilliams

View on SEC IAPD

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