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Kevin N. Ely

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Westlake TX 07/2023 Present
Pure Hockey Southlake TX 12/2022 07/2023
Farmers Insurance- Dustin Paine Mckinney TX 10/2022 12/2022
Pro Sports Tickets Lake Dallas TX 11/2021 01/2023
Kibo Commerce Dallas TX 09/2021 11/2021
Noah'S Fine Watches And Jewelry Frisco TX 03/2019 08/2021
Pure Hockey Plano TX 01/2021 05/2021
Pro Sports Tickets Lake Dallas TX 11/2019 08/2020
Pure Hockey Plano TX 02/2017 11/2019
Jared The Galleria Of Jewelry Plano TX 07/2016 02/2017
Unemployed N/A XX 08/2020 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2022 → 07/2023
    Pure Hockey
    Southlake, TX
  • 10/2022 → 12/2022
    Farmers Insurance- Dustin Paine
    Mckinney, TX
  • 11/2021 → 01/2023
    Pro Sports Tickets
    Lake Dallas, TX
  • 09/2021 → 11/2021
    Kibo Commerce
    Dallas, TX
  • 03/2019 → 08/2021
    Noah'S Fine Watches And Jewelry
    Frisco, TX
  • 01/2021 → 05/2021
    Pure Hockey
    Plano, TX
  • 11/2019 → 08/2020
    Pro Sports Tickets
    Lake Dallas, TX
  • 02/2017 → 11/2019
    Pure Hockey
    Plano, TX
  • 07/2016 → 02/2017
    Jared The Galleria Of Jewelry
    Plano, TX
  • 08/2020 → 01/2021
    Unemployed
    N/A, XX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-12-01
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-12-01
Other Names
  • Kevin Ely
  • Kevin Nicholas Ely

View on SEC IAPD

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