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Curtis M. Kelley

Strategic Advisers LLC

Bedford, NH

Burlington, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Bedford, NH • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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 Brokerage Services Llc Burlington MA 05/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → Present
    Fidelity Brokerage Services Llc
    Burlington, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Burlington, MA
    Bedford, NH
  • 2014-06-03 → 2018-07-13
    Strategic Advisers Llc
    Burlington, MA
  • 2009-03-02 → 2014-05-07
    Signator Investors, Inc.
    Needham Heights, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-15
  • S66 Uniform Combined State Law Examination
    2008-10-15
Other Names
  • Curtis Matthew Kelley

View on SEC IAPD

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