Best Investors Account Sign in

Kelly Maddison Clougherty

Strategic Advisers LLC

Smithfield, RI

Boston, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Boston, MA • 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 Smithfield RI 07/2023 Present
Pour Coffee And Bagel Company Cohasset MA 03/2019 01/2022
Shoe Market Kids Cohasset MA 06/2018 01/2022
Morning Glories Bakery & Cafe Scituate MA 12/2016 06/2023
Bryant University Post Office Smithfield RI 03/2021 03/2022
Diamond Cove Wealth Management Boston MA 05/2022 03/2023
Full-Time Education Scituate MA 01/2012 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2019 → 01/2022
    Pour Coffee And Bagel Company
    Cohasset, MA
  • 06/2018 → 01/2022
    Shoe Market Kids
    Cohasset, MA
  • 12/2016 → 06/2023
    Morning Glories Bakery & Cafe
    Scituate, MA
  • 03/2021 → 03/2022
    Bryant University Post Office
    Smithfield, RI
  • 05/2022 → 03/2023
    Diamond Cove Wealth Management
    Boston, MA
  • 01/2012 → 12/2016
    Full-Time Education
    Scituate, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dorchester, MA
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-11-13

View on SEC IAPD

More in Smithfield, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor