Kelsey Ridgeway

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

• 07/2018 → 09/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2018 → 08/2018
  Daily Dose Bar & Grill
  Scottsdale, AZ
• 06/2016 → 05/2018
  Cracker Barrel
  Flagstaff, AZ
• 05/2017 → 08/2017
  Tandem Wealth Advisors
  Phoenix, AZ
• 02/2016 → 06/2016
  Big 5 Sporting Goods
  Flagstaff, AZ
• 08/2015 → 05/2018
  Northern Arizona University
  Flagstaff, AZ
• 09/2019 → 10/2019
  Unemployed
  Scotts Valley, CA
• 11/2019 → 03/2020
  Valic Financial Advisors, Inc.
  Emeryville, CA
• 03/2020 → Present
  Fidelity Brokerage Services Llc
  Monterey, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Monterey, CA
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-06-22
• S63 Uniform Securities Agent State Law Examination
  2018-09-25

Other Names

• Kelsey Ridgeway
• Kelsey Christine Ridgeway