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Kelly Ann Pilkauskas

Strategic Advisers LLC

Boston, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-13
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-13
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

Boston, MA • 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
The Spotted Whale Ocean City NJ 05/2021 08/2021
Wake Forest Univer Winston-Salem NC 08/2022 05/2023
Wake Forest Univers Winston-Salem NC 08/2021 05/2022
Mercer Ma MA 06/2023 08/2023
Unemployed Voorhees NJ 07/2022 08/2022
Unemployed Voorhees NJ 05/2024 07/2024
Ameriprise Financial Services Mt. Laurel NJ 05/2022 07/2022
Fidelity Investments Boston MA 07/2024 Present
Wake Forest University Nc NC 09/2023 05/2024
Unemployed Voorhees NJ 01/2014 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    The Spotted Whale
    Ocean City, NJ
  • 08/2022 → 05/2023
    Wake Forest Univer
    Winston-Salem, NC
  • 08/2021 → 05/2022
    Wake Forest Univers
    Winston-Salem, NC
  • 06/2023 → 08/2023
    Mercer
    Ma, MA
  • 07/2022 → 08/2022
    Unemployed
    Voorhees, NJ
  • 05/2024 → 07/2024
    Unemployed
    Voorhees, NJ
  • 05/2022 → 07/2022
    Ameriprise Financial Services
    Mt. Laurel, NJ
  • 07/2024 → Present
    Fidelity Investments
    Boston, MA
  • 09/2023 → 05/2024
    Wake Forest University
    Nc, NC
  • 01/2014 → 05/2021
    Unemployed
    Voorhees, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-19
  • S66 Uniform Combined State Law Examination
    2024-12-19
Other Names
  • Kelly A Pilkauskas
  • Kelly Pilkauskas

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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