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RIA / WealthAdvisorCertified Financial Planner19 years in industry

KAY ELLEN KIDWELL

Advisor at RIVERSEDGE ADVISORS

WILMINGTON, DE

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Search this name across graphsid dfx:ria:7971b197-4528-4dee-68c6-22f6f08bd4c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 31, 2018 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: RIVERSEDGE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 16, 2009
First registration: May 31, 2018
Dual registered: no
Other names: KAY ELLEN ZWOLAK
IAPD individual key: 5340697

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
RIVERSEDGE ADVISORS	Independent wealth	Jun 18, 2025	n/a	yes	WILMINGTON, DE	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 7, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|GLEN MILLS, PA\|GREENVILLE, DE	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 31, 2018	Jul 13, 2018	no	GREENVILLE, DE	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
STRATEGIC ADVISERS LLC	RIVERSEDGE ADVISORS	Apr 7, 2025	Jun 18, 2025	72	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (3)

→ RIVERSEDGE ADVISORSRegistered adviserregistration: current employment
Jun 18, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 7, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
Kay Ellen Kidwell left Strategic Advisers Llc for Riversedge Advisors (registered 2025-06-18)
Form ADVobserved 6 days ago