Kayla Bailey

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

• 09/2023 → 11/2023
  W&S Brokerage
  Charleston, SC
• 08/2023 → 11/2023
  Western And Southern Life
  Charleston, SC
• 07/2023 → 08/2023
  Kenny Flowers
  Charleston, SC
• 06/2023 → 07/2023
  Unemployed
  Fort Ann, NY
• 09/2022 → 12/2022
  Halliday Financial
  Clifton Park, NY
• 08/2022 → 09/2022
  Unemployed
  Fort Ann, NY
• 07/2022 → 06/2023
  The Full Moon Bar And Grill
  Lake George, NY
• 09/2021 → 02/2022
  Ameriprise Financial
  Albany, NY
• 09/2020 → 02/2021
  Hudson Falls Primary School
  Hudson Falls, NY
• 06/2020 → 08/2022
  The Boardwalk Restaurant And Marina
  Lake George, NY
• 02/2013 → 06/2020
  Unemployed
  Fort Ann, NY
• 11/2023 → Present
  Fidelity Investments
  Mount Pleasant, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC

Other Businesses

OBA-132874|OrgNmn:The Works a Sweat Studio by Sarah Frick|Org Addr:Mount Plea,South Caro,US|OBA Nature:Pilates Studio|Invst Rel:N|Title:Employee|Duties:Teach fitness classes|StrtDt:08-19-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-03-29

Other Names

• Kayla Bailey
• Kayla Audrey Bailey