Parrish Kellen Goodman

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

• 05/2019 → 07/2020
  Autobell Car Wash
  Charlotte, NC
• 05/2020 → 01/2022
  Goodman Garage
  Charlotte, NC
• 05/2021 → 01/2022
  Autobell Car Wash
  Monroe, NC
• 06/2022 → 05/2023
  Coldwell Banker Howard Perry And Walston
  Cary, NC
• 08/2022 → 12/2022
  Coldwell Banker Howard Perry And Walston New Homes And Land
  Raleigh, NC
• 05/2013 → 05/2019
  Unemployed
  Mint Hill, NC
• 08/2016 → 06/2020
  Independence High School
  Mint Hill, NC
• 08/2020 → 05/2023
  North Carolina State University
  Raleigh, NC
• 05/2023 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Holly Springs, NC
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2023-08-14

Other Names

• Parrish Kellen Goodman
• Parrish Goodman