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Alison Wheeler Kennedy

Strategic Advisers LLC

Shrewsbury, MA

Sudbury, 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
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Sudbury, 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
Cresap Inc. Radnor PA 01/2016 10/2017
Bequia Securities, Llc Arlington MA 08/2017 09/2019
First Line Advisors, Llc Sudbury MA 05/2013 09/2019
Fidelity Brokerage Services Llc Smithfield RI 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-13
S63 Uniform Securities Agent State Law Examination 1999-03-23
  • 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

View on SEC IAPD

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EDWARD JONES
MAYFLOWER ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JAMES F CALLAHAN
CHRISTIAN WILLIAM JEEVES
SAMANTHA MARIE MEDLEY
JOSHUA JEFFREY FOSTER
JOSEPH MICHAEL DELELLIS
FREDERIK OTTE
ROBERT ANDREW EARLY
RICHARD CLOW

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA
KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
J.P. MORGAN SECURITIES LLC · Westborough, MA
MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA
EDWARD JONES · NORTHBOROUGH, MA
MAYFLOWER ADVISORS · Westboro, MA

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