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Kolin Mckelvey

Strategic Advisers LLC

Raleigh, NC

Fuquay Varina, NC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States

Fuquay Varina, NC • 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
Indiana Wesleyan University Marion IN 08/2019 12/2022
Green Empire Lawn Care Fuquay-Varina NC 05/2022 08/2022
Southern Solutions Landscaping Fuquay-Varina NC 05/2022 05/2022
Mcconn Coffee Co Marion IN 05/2021 12/2022
Kohls Marion IN 05/2021 08/2021
Indiana Wesleyan University Marion IN 08/2020 05/2021
Fine Tuned Welding North Fairfield OH 05/2020 08/2020
Fidelity Investments Raleigh NC 03/2023 Present
Willard High School Willard OH 08/2015 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 12/2022
    Indiana Wesleyan University
    Marion, IN
  • 05/2022 → 08/2022
    Green Empire Lawn Care
    Fuquay-Varina, NC
  • 05/2022 → 05/2022
    Southern Solutions Landscaping
    Fuquay-Varina, NC
  • 05/2021 → 12/2022
    Mcconn Coffee Co
    Marion, IN
  • 05/2021 → 08/2021
    Kohls
    Marion, IN
  • 08/2020 → 05/2021
    Indiana Wesleyan University
    Marion, IN
  • 05/2020 → 08/2020
    Fine Tuned Welding
    North Fairfield, OH
  • 03/2023 → Present
    Fidelity Investments
    Raleigh, NC
  • 08/2015 → 06/2019
    Willard High School
    Willard, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-13
  • S66 Uniform Combined State Law Examination
    2023-06-13
Other Names
  • Kolin Fredric Mckelvey

View on SEC IAPD

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William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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