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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

KEVIN LEE CREECH

Advisor at STRATEGIC ADVISERS LLC

TAYLOR MILL, KY | COVINGTON, KY

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Search this name across graphsid dfx:ria:fa61fc44-843e-0843-c60a-52c016c0df3c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2011 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: Nov 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Apr 7, 2006
First registration: Jun 10, 2011
Dual registered: yes, broker-dealer
Other names: KEVIN L CREECH|Kevin Creech
IAPD individual key: 5075654

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	TAYLOR MILL, KY\|COVINGTON, KY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 4, 2020	Mar 31, 2025	no	COVINGTON, KY\|INDEPENDENCE, KY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 1, 2019	Dec 23, 2019	no	FORT MITCHELL, KY\|NEW YORK, NY	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Dec 18, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 10, 2011	Jul 13, 2018	no	COVINGTON, KY	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 23, 2019	Feb 4, 2020	43	Firm change	Wirehouse to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 18, 2018	Feb 1, 2019	45	Firm change	Ibd to wirehouse
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:288590:NY:2019-12-23	Dec 23, 2019	Feb 4, 2020	NEW YORK, NY	Firm change
288590:7691:MA:2018-12-05	Dec 18, 2018	Feb 1, 2019	BOSTON, MA	Firm change

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 10, 2011 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 4, 2020 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 1, 2019 to Dec 23, 2019factForm ADV

Dated events

No dated event names this entity yet.