Best Investors Account Sign in

Kelsey M. Henneman

Strategic Advisers LLC

Arlington, VA

Arlington, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-17
VA RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2026-02-17
  • VA RA
    APPROVED
    Since 2025-06-03

Branch Locations

4000 Wilson Blvd, Arlington, VA 22203-2088 • United States

Arlington, VA • 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
Alliancebernstein Washington Dc DC 06/2022 04/2025
Cambridge Associates, Llc Arlington VA 08/2020 05/2022
T. Rowe Price Baltimore MD 06/2019 08/2019
Bluestone Restaurant Lutherville-Timonium MD 09/2018 08/2020
Fratellis Italian Seafood Restaurant Hampstead MD 10/2015 08/2018
Fidelity Investments Arlingotn VA 04/2025 Present
  • 06/2022 → 04/2025
    Alliancebernstein
    Washington Dc, DC
  • 08/2020 → 05/2022
    Cambridge Associates, Llc
    Arlington, VA
  • 06/2019 → 08/2019
    T. Rowe Price
    Baltimore, MD
  • 09/2018 → 08/2020
    Bluestone Restaurant
    Lutherville-Timonium, MD
  • 10/2015 → 08/2018
    Fratellis Italian Seafood Restaurant
    Hampstead, MD
  • 04/2025 → Present
    Fidelity Investments
    Arlingotn, VA
Other Businesses

OBA-118954|OrgNmn:BWW Fitness Ballston LLC |Org Addr:Arlington ,Virginia,US|OBA Nature:Group Fitness Studio |Invst Rel:N|Title:Employee|Duties:Coaching and set up. |StrtDt:01-01-24|TotHrs/mon:11|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-30
S63 Uniform Securities Agent State Law Examination 2023-05-23
  • S66 Uniform Combined State Law Examination
    2025-05-30
  • S63 Uniform Securities Agent State Law Examination
    2023-05-23
Other Names
  • Kelsey Henneman

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELIBERATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CORETEGIC CAPITAL, LLC
WENDROFF WEALTH ADVISORS
LPL FINANCIAL LLC

Other Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez
Grace Regina Borger
ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor