Graham Charles Kennedy

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

• 08/2020 → 11/2020
  Auburn University Club
  Auburn, AL
• 06/2024 → Present
  Fidelity Investments
  Nashville, TN
• 05/2019 → 08/2019
  Unemployed
  Atlanta, GA
• 06/2023 → 06/2024
  Shamrock Trading Corporation
  Franklin, TN
• 08/2018 → 04/2019
  Capital City Club
  Atlanta, GA
• 07/2020 → 08/2020
  Atticus Franchise Group
  Atlanta, GA
• 06/2022 → 08/2022
  Raymond James Financial, Inc
  Atlanta, GA
• 06/2014 → 05/2019
  Holy Innocents' Episcopal School
  Atlanta, GA
• 05/2021 → 09/2021
  Amsterdam Cafe
  Auburn, AL
• 08/2019 → 06/2023
  Auburn University
  Auburn, AL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Nashville, TN
  Franklin, TN

Exams

• S66 Uniform Combined State Law Examination
  2024-10-21

Other Names

• Graham Charles Kennedy