Alison Wheeler Kennedy

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

• 01/2016 → 10/2017
  Cresap Inc.
  Radnor, PA
• 08/2017 → 09/2019
  Bequia Securities, Llc
  Arlington, MA
• 05/2013 → 09/2019
  First Line Advisors, Llc
  Sudbury, MA
• 09/2019 → Present
  Fidelity Brokerage Services Llc
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-03-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Shrewsbury, MA

Other Businesses

OBA-59749|OrgNmn:Northeastern University Instructor|Org Addr:Sudbury,Massachuse,US|OBA Nature:Instruct graduate students on |Invst Rel:N|Title:Instructor|Duties:one hour of teaching per week for 5 weeks; do that three times a year; grade papers on weekend|StrtDt:09-30-19|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-13
• S63 Uniform Securities Agent State Law Examination
  1999-03-23

Other Names

• Alison Wheeler Kennedy
• Alison Louise Wheeler
• Alison W Kennedy
• Alison Kennedy