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Nicholas Brilen Kelly

Strategic Advisers LLC

Carmel, CA

Campbell, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-19
  • CA RA
    APPROVED
    Since 2026-01-19

Branch Locations

Carmel, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Carmel High School Carmel CA 08/2018 06/2021
First Awakenings Monterey CA 06/2022 01/2023
Fidelity Investments Campbell CA 08/2025 Present
Santa Clara University Santa Clara CA 09/2021 06/2022
Santa Clara University Santa Clara CA 09/2023 06/2024
Santa Clara University Santa Clara CA 09/2022 07/2023
Tarantino Ljubimow Colvin Wealth Management, Ubs Carmel CA 07/2023 09/2023
Youth On Course Monterey CA 06/2018 08/2018
Michael B Kelly Insurance Services Carmel CA 05/2017 08/2025
Carmel Middle School Carmel CA 08/2014 08/2017
Santa Clara University Carmel CA 08/2024 06/2025
Carmel Valley Ranch Golf Course Carmel CA 06/2021 09/2021
Carmel High School Carmel CA 08/2017 06/2018
Fidelity Investments Campbell CA 06/2024 08/2024
  • 08/2018 → 06/2021
    Carmel High School
    Carmel, CA
  • 06/2022 → 01/2023
    First Awakenings
    Monterey, CA
  • 08/2025 → Present
    Fidelity Investments
    Campbell, CA
  • 09/2021 → 06/2022
    Santa Clara University
    Santa Clara, CA
  • 09/2023 → 06/2024
    Santa Clara University
    Santa Clara, CA
  • 09/2022 → 07/2023
    Santa Clara University
    Santa Clara, CA
  • 07/2023 → 09/2023
    Tarantino Ljubimow Colvin Wealth Management, Ubs
    Carmel, CA
  • 06/2018 → 08/2018
    Youth On Course
    Monterey, CA
  • 05/2017 → 08/2025
    Michael B Kelly Insurance Services
    Carmel, CA
  • 08/2014 → 08/2017
    Carmel Middle School
    Carmel, CA
  • 08/2024 → 06/2025
    Santa Clara University
    Carmel, CA
  • 06/2021 → 09/2021
    Carmel Valley Ranch Golf Course
    Carmel, CA
  • 08/2017 → 06/2018
    Carmel High School
    Carmel, CA
  • 06/2024 → 08/2024
    Fidelity Investments
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23

View on SEC IAPD

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