Kevin Mei

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

• 06/2017 → 08/2017
  That Yogurt Place
  Rock Springs, WY
• 07/2018 → 12/2018
  Tj Maxx
  Rock Springs, WY
• 05/2013 → 05/2019
  Middle School/Junior High/High School Student
  Rock Springs, WY
• 05/2019 → 08/2019
  Smith's Food And Drug
  Rock Springs, WY
• 08/2019 → 05/2020
  University Of Wyoming Student
  Laramie, WY
• 01/2020 → 01/2022
  Tj Maxx
  Rock Springs, WY
• 08/2020 → 01/2021
  Tj Maxx
  Rock Springs, WY
• 08/2020 → 05/2022
  Western Wyoming Community College
  Rock Springs, WY
• 05/2022 → 05/2023
  Sweetwater County Fire District 1
  Rock Springs, WY
• 08/2022 → 05/2023
  Utah Valley University Student
  Orem, UT
• 10/2022 → 01/2023
  Utah Valley University Social Impact Center
  Orem, UT
• 05/2023 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2023-08-16

Other Names

• Kevin Chen Mei
• Kevin Mei