Kweku Koom

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

• 12/2015 → 09/2019
  Sevenhills Foundation
  Dracut, MA
• 02/2015 → 08/2019
  Lifelinks Inc
  Chelmsford, MA
• 09/2019 → 02/2023
  Waystone
  Methuen, MA
• 05/2019 → 09/2019
  Boch Honda
  Westford, MA
• 10/2019 → 11/2021
  North Reading Subaru
  North Reading, MA
• 12/2021 → 02/2023
  M&T Bank
  Lowell, MA
• 02/2023 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

OBA-99096|OrgNmn:Sevenhills Foundation|Org Addr:Dracut,Massachuse,US|OBA Nature:Support individuals with speci|Invst Rel:N|Title:Support Advocate|Duties:Physical and mental support persons with special needs |StrtDt:12-22-14|TotHrs/mon:100|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-04-22
• S63 Uniform Securities Agent State Law Examination
  2023-06-09

Other Names

• Kweku Koom
• Kweku Buxton Allen Koom