KS
Kevin D. Strother
STRATEGIC ADVISERS LLC
JACKSOVILLE, FL
Some features on this profile are disabled
CRD#: 3007989
KS
Professional summary
Kevin D. Strother, who also goes by Kevin D Strother, Kevin Dean Strother, Kevin Strother, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jacksoville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Kevin has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin D Strother | Kevin Dean Strother | Kevin Strother
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.
OBA-121167|OrgNmn:American Cat Dad|Org Addr:Jacksonvil,Florida,US|OBA Nature:Shopify online store / cat toy|Invst Rel:N|Title:owner|Duties:launching a shopify page, monitor online store and provide content |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kevin D. Strother's 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246Office #3: Two Contra Way, Merrimack, NH 03054RIA
CRD#: 104555
JACKSOVILLE, FL
Current
September 3, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Two Contra Way, Merrimack, NH 03054Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Merrimack, NH
Past
September 10, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRIS PLAINS, NJ
Past
January 26, 2021 - April 28, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
January 25, 2021 - April 28, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
Past
November 30, 2020 - January 25, 2021
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
BERKELEY HEIGHTS, NJ
Past
November 20, 2020 - January 25, 2021
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
BERKELEY HEIGHTS, NJ
Past
January 8, 2018 - November 9, 2020
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FLORHAM PARK, NJ
Past
November 15, 2017 - November 9, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FLORHAM PARK, NJ
Past
October 15, 2008 - March 23, 2016
LAIDLAW & COMPANY (UK) LTD.
BD
CRD#: 119037
NEW YORK, NY
Past
February 21, 2007 - October 16, 2008
E*TRADE SECURITIES LLC
BD
CRD#: 29106
JERSEY CITY, NJ
Past
March 10, 2005 - February 8, 2007
LAIDLAW & COMPANY (UK) LTD.
BD
CRD#: 119037
LONDON,
Past
October 26, 2000 - March 15, 2005
CANTELLA & CO., INC.
BD
CRD#: 13905
MALDEN, MA
Past
August 25, 2000 - November 24, 2000
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
January 11, 1999 - January 5, 2000
SANDS BROTHERS & CO., LTD.
BD
CRD#: 26816
NEW YORK, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(9/8/2021)
RR
Alaska(9/7/2021)
RR
Arizona(9/13/2021)
RR
Arkansas(9/7/2021)
RR
California(9/7/2021)
RR
Colorado(9/8/2021)
RR
Connecticut(9/8/2021)
RR
Delaware(9/9/2021)
RR
District of Columbia(9/10/2021)
RR
Florida(9/8/2021)
IAR
Florida(6/4/2025)
RR
Georgia(9/8/2021)
RR
Hawaii(9/8/2021)
RR
Idaho(9/7/2021)
RR
Illinois(9/10/2021)
RR
Indiana(9/8/2021)
RR
Iowa(9/16/2021)
RR
Kansas(9/8/2021)
RR
Kentucky(9/7/2021)
RR
Louisiana(9/7/2021)
RR
Maine(9/8/2021)
RR
Maryland(9/7/2021)
RR
Massachusetts(9/8/2021)
RR
Michigan(9/9/2021)
RR
Minnesota(9/9/2021)
RR
Mississippi(9/9/2021)
RR
Missouri(9/7/2021)
RR
Montana(9/8/2021)
RR
Nebraska(9/9/2021)
RR
Nevada(9/15/2021)
RR
New Hampshire(9/7/2021)
RR
New Jersey(9/7/2021)
RR
New Mexico(9/8/2021)
RR
New York(9/9/2021)
RR
North Carolina(9/10/2021)
RR
North Dakota(9/13/2021)
RR
Ohio(9/7/2021)
RR
Oklahoma(9/14/2021)
RR
Oregon(9/10/2021)
RR
Pennsylvania(9/8/2021)
RR
Puerto Rico(9/8/2021)
RR
Rhode Island(9/19/2021)
RR
South Carolina(9/8/2021)
RR
South Dakota(9/14/2021)
RR
Tennessee(9/9/2021)
RR
Texas(9/9/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/7/2021)
RR
Vermont(9/7/2021)
RR
Virgin Islands(9/8/2021)
RR
Virginia(9/13/2021)
RR
Washington(9/7/2021)
RR
West Virginia(9/21/2021)
RR
Wisconsin(9/9/2021)
RR
Wyoming(9/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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 |
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.
