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.

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

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S66

First exam

Nov 14, 2021

First registration

Feb 25, 2022

Dual registered

yes, broker-dealer

Other names

KJ Kelley|kevin James Kelley

IAPD individual key

7028661

• Occurred

  Feb 13, 2023
  Advisor changed firm

  Kevin James Kelley left Mml Investors Services, Llc for Fidelity Personal And Workplace Advisors (registered 2023-04-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff738299-2a69-31a9-fe0d-e72722077044

First observed

Feb 25, 2022

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.