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Kellan Mcintire

Strategic Advisers LLC

Colorado Springs, CO

Colorado Springs, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Colorado Springs, CO • United States

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • 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 Colorado Springs CO 01/2023 Present
Summit Ministries Inc Manitou Springs CO 01/2018 01/2023
T&S Enterprises Colorado Springs CO 05/2011 12/2017
Summit Ministries Inc Manitou Springs CO 05/2016 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 01/2018 → 01/2023
    Summit Ministries Inc
    Manitou Springs, CO
  • 05/2011 → 12/2017
    T&S Enterprises
    Colorado Springs, CO
  • 05/2016 → 12/2017
    Summit Ministries Inc
    Manitou Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
S63 Uniform Securities Agent State Law Examination 2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-06-09
  • S63 Uniform Securities Agent State Law Examination
    2023-05-26

View on SEC IAPD

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