Kevin H. Gay

STRATEGIC ADVISERS LLC

TWINSBURG, OH

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CRD#: 2315060

Professional summary

Kevin H. Gay, who also goes by Kevin H Gay, Kevin Howard Gay, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Twinsburg, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Kevin has worked at 13 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin H Gay | Kevin Howard Gay

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin H. Gay's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TWINSBURG, OH

Current

January 10, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 Howe Drive, Covington, KY 41015

CRD#: 7784

Covington, KY

Past

January 26, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

COVINGTON, KY

Past

September 20, 2019 - August 10, 2021

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Twinsburg, OH

Past

September 20, 2019 - August 10, 2021

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Twinsburg, OH

Past

March 23, 2017 - July 2, 2019

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CLEVELAND, OH

Past

March 22, 2017 - July 2, 2019

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CLEVELAND, OH

Past

May 23, 2016 - March 9, 2017

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

INDEPENDENCE, OH

Past

May 23, 2016 - March 9, 2017

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

INDEPENDENCE, OH

Past

November 23, 2015 - May 23, 2016

LINEWEAVER WEALTH ADVISORS

RIA

CRD#: 173310

VALLEY VIEW, OH

Past

November 18, 2015 - May 10, 2016

TRIAD ADVISORS LLC

CRD#: 25803

Valley View, OH

Past

August 9, 2005 - October 16, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

RICHFIELD, OH

Past

August 9, 2005 - October 16, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

RICHFIELD, OH

Past

September 7, 2004 - April 6, 2005

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 13, 2004 - September 15, 2004

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

CLEVELAND, OH

Past

April 13, 2004 - September 15, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

July 16, 2003 - February 24, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

INDEPENDENCE , OH

Past

July 16, 2003 - February 24, 2004

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

January 2, 2000 - May 19, 2003

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

March 19, 1993 - July 26, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/10/2022)

Florida
(1/10/2022)

Kentucky
(1/10/2022)

Nevada
(1/10/2022)

Ohio
(1/10/2022)

IAR

Ohio
(3/31/2025)

Texas
(1/10/2022)

IAR

Texas
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/16/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin H. Gay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin H. Gay's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

LINEWEAVER WEALTH ADVISORS

TRIAD ADVISORS LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PRUCO SECURITIES, LLC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

COREBRIDGE CAPITAL SERVICES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/27/1999

Series 6

Date: 3/16/1993

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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