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Derek Adam Kelley

Strategic Advisers LLC

Portland, ME

Portland, ME

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Portland, ME • 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 Portland ME 03/2024 Present
University Of Southern Maine Portland ME 09/2019 12/2023
Target Augusta ME 07/2020 10/2020
Margaritas Mexican Restaurant Augusta ME 07/2019 09/2019
Doordash Augusta ME 05/2020 07/2020
Searching For Job Manchester ME 06/2019 07/2019
Maranacook Community High School Readfield ME 09/2015 06/2019
Iis Financial Services South Portland ME 06/2022 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Portland, ME
  • 09/2019 → 12/2023
    University Of Southern Maine
    Portland, ME
  • 07/2020 → 10/2020
    Target
    Augusta, ME
  • 07/2019 → 09/2019
    Margaritas Mexican Restaurant
    Augusta, ME
  • 05/2020 → 07/2020
    Doordash
    Augusta, ME
  • 06/2019 → 07/2019
    Searching For Job
    Manchester, ME
  • 09/2015 → 06/2019
    Maranacook Community High School
    Readfield, ME
  • 06/2022 → 03/2024
    Iis Financial Services
    South Portland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Manchester, ME
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2024-07-24
Other Names
  • Derek Adam Kelley
  • Derek Kelley

View on SEC IAPD

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Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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