Kimberly Kay Spencer

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

• 10/1998 → Present
  Fidelity Brokerage Services, Inc.
  Salt Lake City, UT
• 10/2004 → Present
  Strategic Advisors Inc
  Salt Lake City, UT
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Orem, UT
  Lehi, UT
• 2004-10-08 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Orem, UT

Other Businesses

OBA-99126|OrgNmn:Yoga Classes|Org Addr:Lehi,Utah,US|OBA Nature:Teaching yoga inside or outsid|Invst Rel:N|Title:Certified Yoga Instructor|Duties:teaching yoga|StrtDt:|TotHrs/mon:10|TrdHrs/mon:2|OBA-110250|OrgNmn:Spencers Outdoor Adventures LLC|Org Addr:Lehi,Utah,US|OBA Nature:Yoga & Mountain bike retreats |Invst Rel:N|Title:Member|Duties:collect payments, teach classes/explore areas, maintain St George property|StrtDt:|TotHrs/mon:10|TrdHrs/mon:2|

Exams

• S66 Uniform Combined State Law Examination
  2004-09-09
• S63 Uniform Securities Agent State Law Examination
  1999-07-09

Other Names

• Kimberly Kay Bowers
• Kim Bowers