Keegan Thomas Coolbaugh

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

• 06/2011 → 01/2018
  Top Shine Cleaning
  Holly Springs, NC
• 06/2019 → 03/2020
  The Ivey's Hotel
  Charlotte, NC
• 02/2018 → 10/2018
  Infinities End
  Charlotte, NC
• 01/2021 → 04/2021
  Phyle Inventory Control Specialists
  Holly, MI
• 04/2021 → 12/2021
  Weed Man
  Raleigh, NC
• 01/2022 → 08/2022
  Solomon Edwards Group
  Wayne, PA
• 08/2022 → Present
  Fidelity Investments
  Durham, NC
• 11/2018 → 05/2019
  Unemployed/ Full Time Student
  Charlotte, NC
• 03/2020 → 12/2020
  Unemployed / Full Time Student
  Fuquay Varina, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Keegan T Coolbaugh
• Keegan Coolbaugh