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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

KEVIN H. GAY

Advisor at STRATEGIC ADVISERS LLC

TWINSBURG, OH

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Search this name across graphsid dfx:ria:51d77e30-1fb1-4cce-390a-5acaae7dcf01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2003 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: Jul 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 8, 2005
First registration: Jul 16, 2003
Dual registered: yes, broker-dealer
Other names: KEVIN HOWARD GAY|KEVIN H GAY
IAPD individual key: 2315060

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	TWINSBURG, OH	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 26, 2022	Mar 31, 2025	no	COVINGTON, KY\|TWINSBURG, OH	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Sep 20, 2019	Aug 10, 2021	no	Twinsburg, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Mar 23, 2017	Jul 2, 2019	no	CLEVELAND, OH	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	May 23, 2016	Mar 9, 2017	no	INDEPENDENCE, OH	Previous registration
LINEWEAVER WEALTH ADVISORS	Independent wealth	Nov 23, 2015	May 23, 2016	no	VALLEY VIEW, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 9, 2005	Oct 16, 2015	no	RICHFIELD, OH\|RICHFIELD, OH\|Richfield, OH\|RICHFIELD, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Apr 13, 2004	Sep 15, 2004	no	CLEVELAND, OH	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 16, 2003	Feb 24, 2004	no	INDEPENDENCE , OH	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
ALLSTATE FINANCIAL ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 10, 2021	Jan 26, 2022	169	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	ALLSTATE FINANCIAL ADVISORS, LLC	Jul 2, 2019	Sep 20, 2019	80	Firm change	Ibd to ibd
VALIC FINANCIAL ADVISORS, INC.	PNC WEALTH MANAGEMENT	Mar 9, 2017	Mar 23, 2017	14	Firm change	Other
LINEWEAVER WEALTH ADVISORS	VALIC FINANCIAL ADVISORS, INC.	May 23, 2016	May 23, 2016	0	Firm change	Other
CHARLES SCHWAB & CO., INC.	LINEWEAVER WEALTH ADVISORS	Oct 16, 2015	Nov 23, 2015	38	Firm change	Other
KEYBANC CAPITAL MARKETS INC.	CHARLES SCHWAB & CO., INC.	Sep 15, 2004	Aug 9, 2005	328	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	KEYBANC CAPITAL MARKETS INC.	Feb 24, 2004	Apr 13, 2004	49	Firm change	Other

Relationships

Registered with (8)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 26, 2022 to Mar 31, 2025factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 20, 2019 to Aug 10, 2021factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 23, 2017 to Jul 2, 2019factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
May 23, 2016 to Mar 9, 2017factForm ADV
→ LINEWEAVER WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 23, 2015 to May 23, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 9, 2005 to Oct 16, 2015factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Apr 13, 2004 to Sep 15, 2004factForm ADV

Dated events

No dated event names this entity yet.