Kelli Clark

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

• 09/2022 → Present
  Fidelity Investments
  Denver, CO
• 07/2017 → 09/2022
  Starbucks
  Aurora, CO
• 01/2022 → 03/2022
  Amazon
  Denver, CO
• 04/2022 → 07/2022
  Globe Life Family Heritage Division
  Denver, CO
• 05/2015 → 08/2017
  New Frontiers
  Dowelltown, TN
• 08/2022 → Present
  Arizona State University
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-03-06

Other Names

• Kelli Christine Clark
• Kelli Clark