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Erin Kelley

Strategic Advisers LLC

Littleton, 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

820 Constitution Avenue, Littleton, MA 01460-1137 • 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
Fidelity Investments Littleton MA 02/2023 Present
Athleta Hadley MA 11/2022 02/2023
Enterprise Bank Billerica MA 06/2021 08/2022
University Of Massachusetts Transit Services Amherst MA 01/2021 12/2021
Demoulas Market Basket Wilmington MA 06/2016 06/2021
Instacart Billerica MA 05/2020 01/2021
Billerica Memorial High School Billerica MA 09/2015 06/2019
University Of Massachusetts Amherst Amherst MA 09/2019 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Littleton, MA
  • 11/2022 → 02/2023
    Athleta
    Hadley, MA
  • 06/2021 → 08/2022
    Enterprise Bank
    Billerica, MA
  • 01/2021 → 12/2021
    University Of Massachusetts Transit Services
    Amherst, MA
  • 06/2016 → 06/2021
    Demoulas Market Basket
    Wilmington, MA
  • 05/2020 → 01/2021
    Instacart
    Billerica, MA
  • 09/2015 → 06/2019
    Billerica Memorial High School
    Billerica, MA
  • 09/2019 → 12/2022
    University Of Massachusetts Amherst
    Amherst, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2023-06-22
Other Names
  • Erin Margaret Kelley

View on SEC IAPD

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