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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

ANTHONY KELSEY

Advisor at STRATEGIC ADVISERS LLC

FRUITLAND PARK, FL

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Search this name across graphsid dfx:ria:2d9e5c9d-a24c-c10c-436e-7a9e33094970

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 25, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 15, 2012
First registration: Mar 25, 2013
Dual registered: yes, broker-dealer
Other names: ANTHONY DOUGLAS KELSEY
IAPD individual key: 4728391

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	FRUITLAND PARK, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 13, 2021	Mar 31, 2025	no	COVINGTON, KY	Previous registration
MORGAN STANLEY	Wirehouse	Mar 22, 2018	Jul 13, 2021	no	SOUTH JORDAN, UT\|Tampa, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 10, 2017	Mar 16, 2018	no	MOUNT DORA, FL\|MOUNT DORA, FL\|MOUNT DORA, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	May 5, 2016	Jan 24, 2017	no	THE VILLAGES, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Apr 1, 2014	Dec 2, 2014	no	ST. CLOUD, MN	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Mar 25, 2013	Jan 29, 2014	no	THE VILLAGES, FL\|ST CLOUD, MN\|THE VILLAGES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MORGAN STANLEY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2021	Sep 13, 2021	62	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Mar 16, 2018	Mar 22, 2018	6	Firm change	Wirehouse to wirehouse
CETERA INVESTMENT ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 24, 2017	Mar 10, 2017	45	Firm change	Other
CETERA INVESTMENT SERVICES LLC	CETERA INVESTMENT ADVISERS LLC	Jan 29, 2014	Apr 1, 2014	62	Bulk transfer	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 13, 2021 to Mar 31, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 22, 2018 to Jul 13, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 10, 2017 to Mar 16, 2018factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
May 5, 2016 to Jan 24, 2017factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Mar 25, 2013 to Jan 29, 2014factForm ADV

Dated events

No dated event names this entity yet.