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Kevin J Horan

Strategic Advisers LLC

Jacksonville, FL

Saint Augustine, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Saint Augustine, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 01/2023 Present
T-Mobile Saint Augustine FL 11/2015 09/2022
Unemployed Saint Augustine FL 09/2022 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 11/2015 → 09/2022
    T-Mobile
    Saint Augustine, FL
  • 09/2022 → 01/2023
    Unemployed
    Saint Augustine, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06
Other Names
  • Kevin Joseph Horan
  • Kevin Horan

View on SEC IAPD

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