Kerry Oldfield
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
LITITZ, PA
Some features on this profile are disabled
CRD#: 4651590
Professional summary
Kerry Oldfield, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lititz, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kerry has worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Biography
As a Financial Consultant and CFP®, I help my clients create thoughtful financial plans and work toward their goals. This is done by focusing on individual and family needs, providing clear explanations and working together to develop a customized strategy. I currently live in Lancaster, PA with my wife Melissa and daughter Emelia. Outside of work, I enjoy outdoor activities such as skiing, hiking, biking and paddle sports.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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-115401|OrgNmn:Oldfield Studios|Org Addr:Lititz,Pennsylvan,US|OBA Nature:Audio Studio, creative design|Invst Rel:N|Title:Sole Proprietor|Duties:Administration, Technician|StrtDt:12-30-24|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Oldfield'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®
Education
Clarkson University
Bachelor of Science (BS) - Interdisciplinary Engineer and Management
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532RIA
CRD#: 104555
LITITZ, PA
Current
April 25, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085BD
CRD#: 7784
Villanova, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LITITZ, PA
Past
May 14, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LANSDOWNE, VA
Past
July 15, 2003 - May 4, 2004
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
ALPHARETTA, GA
Past
June 5, 2003 - May 4, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, 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(1/7/2022)
RR
Alaska(1/7/2022)
RR
Arizona(1/24/2020)
RR
Arkansas(1/7/2022)
RR
California(1/4/2018)
RR
Colorado(1/4/2018)
RR
Connecticut(1/7/2022)
RR
Delaware(6/27/2012)
IAR
Delaware(8/6/2025)
RR
District of Columbia(1/7/2022)
RR
Florida(4/25/2005)
IAR
Florida(3/31/2025)
RR
Georgia(1/7/2022)
RR
Hawaii(1/7/2022)
RR
Idaho(1/7/2022)
RR
Illinois(3/1/2019)
IAR
Illinois(3/31/2025)
RR
Indiana(9/13/2019)
RR
Iowa(9/13/2019)
RR
Kansas(1/24/2020)
RR
Kentucky(1/7/2022)
RR
Louisiana(1/7/2022)
RR
Maine(1/7/2022)
RR
Maryland(6/27/2012)
RR
Massachusetts(1/7/2022)
RR
Michigan(6/4/2021)
RR
Minnesota(1/7/2022)
RR
Mississippi(1/7/2022)
RR
Missouri(11/27/2019)
RR
Montana(1/7/2022)
RR
Nebraska(1/7/2022)
RR
Nevada(1/7/2022)
RR
New Hampshire(1/7/2022)
RR
New Jersey(3/1/2019)
RR
New Mexico(1/7/2022)
RR
New York(4/25/2005)
IAR
New York(8/5/2025)
RR
North Carolina(1/7/2022)
RR
North Dakota(1/7/2022)
RR
Ohio(2/15/2021)
RR
Oklahoma(1/7/2022)
RR
Oregon(1/7/2022)
RR
Pennsylvania(4/25/2005)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(1/7/2022)
RR
Rhode Island(1/7/2022)
RR
South Carolina(9/17/2019)
RR
South Dakota(1/7/2022)
RR
Tennessee(9/18/2020)
RR
Texas(4/17/2014)
IAR
Texas(3/31/2025)
RR
Utah(1/7/2022)
RR
Vermont(1/7/2022)
RR
Virgin Islands(1/7/2022)
RR
Virginia(4/25/2005)
IAR
Virginia(3/31/2025)
RR
Washington(6/2/2020)
RR
West Virginia(6/27/2012)
RR
Wisconsin(9/13/2019)
RR
Wyoming(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Lititz, PATRUST BUT VERIFY
Monitor Kerry Oldfield
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
