Lauren A. Keene

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

• 01/2014 → 09/2016
  Autonation Ford Lincoln
  Jacksonville, FL
• 09/2016 → 10/2018
  Florida Department Of Children And Families
  Fleming Island, FL
• 10/2018 → 04/2019
  Florida Department Of Children And Families
  Fleming Island, FL
• 05/2019 → 07/2022
  Florida Department Of Children And Families
  Fleming Island, FL
• 07/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-89931|OrgNmn:Wicked Sweet|Org Addr:Jacksonvil,Florida,US|OBA Nature:Cottage Industry Bakery|Invst Rel:N|Title:Owner|Duties:Buying supplies, baking cakes, cookies, etc., delivering baked goods|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28

Other Names

• Lauren Ashley Keene
• Lauren Starkey-Keene
• Lauren A Keene