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Kevin Alexander Gormally

Strategic Advisers LLC

Burlington, MA

Boston, 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

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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
Finn & Meehan Wealth Management Middletown RI 10/2017 12/2019
Florida State University Tallahassee FL 08/2013 08/2017
Florida State University Admissions Tallahassee FL 09/2015 12/2016
Unemployed Middletown RI 08/2017 10/2017
Fidelity Brokerage Services Llc Merrimack NH 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 12/2019
    Finn & Meehan Wealth Management
    Middletown, RI
  • 08/2013 → 08/2017
    Florida State University
    Tallahassee, FL
  • 09/2015 → 12/2016
    Florida State University Admissions
    Tallahassee, FL
  • 08/2017 → 10/2017
    Unemployed
    Middletown, RI
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-10
  • S66 Uniform Combined State Law Examination
    2020-03-10
Other Names
  • Kevin Alexander Gormally
  • Kevin Gormally

View on SEC IAPD

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Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
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