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Grady O. Kelly

Strategic Advisers LLC

Birmingham, AL

Birmingham, AL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Birmingham, AL • 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 Birmingham AL 07/2023 Present
Ninja Fireworks Llc Brookwood AL 05/2022 07/2023
Central Alabama Training Solutions Tuscaloosa AL 05/2017 05/2022
Dawson Electric Llc Montevallo AL 06/2018 03/2023
School Tuscaloosa AL 08/2015 05/2017
The University Of Alabama Tuscaloosa AL 08/2020 05/2022
Black Coral Financial Advisers Llc Tuscaloosa AL 05/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Birmingham, AL
  • 05/2022 → 07/2023
    Ninja Fireworks Llc
    Brookwood, AL
  • 05/2017 → 05/2022
    Central Alabama Training Solutions
    Tuscaloosa, AL
  • 06/2018 → 03/2023
    Dawson Electric Llc
    Montevallo, AL
  • 08/2015 → 05/2017
    School
    Tuscaloosa, AL
  • 08/2020 → 05/2022
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2022 → 12/2022
    Black Coral Financial Advisers Llc
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Birmingham, AL
Other Businesses

OBA-123994|OrgNmn:DoorDash Inc.|Org Addr:Birmingham,Alabama,US|OBA Nature:Food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food orders to customers|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-31
  • S66 Uniform Combined State Law Examination
    2024-01-31
Other Names
  • Grady Kelly
  • Grady O'BRian Kelly

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
PMD ADVISORY
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

More in Birmingham, AL

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