Kendra K. Gabriel

STRATEGIC ADVISERS LLC | Financial Advisor

BURLINGTON, WI

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CRD#: 5047962

Professional summary

Kendra Kathleen Gabriel, who also goes by Kendra Kathleen Gabriel, Kendra Gabriel, Kendra K Hewitt, Kendra Kathleen Hewitt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Burlington, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Brookfield, Wisconsin.

Kendra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Kendra has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kendra Kathleen Gabriel | Kendra Gabriel | Kendra K Hewitt | Kendra Kathleen Hewitt

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Kathleen Gabriel'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

Office #2: 16020 W Bluemound Rd Fountain Square Plaza, Brookfield, WI 53005-6009

RIA

CRD#: 104555

BURLINGTON, WI

Current

May 30, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 16020 W Bluemound Road Fountain Square Plaza, Brookfield, WI 53005

CRD#: 7784

Brookfield, WI

Past

June 4, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BROOKFIELD, WI

Past

September 30, 2020 - May 10, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BURLINGTON, WI

Past

September 30, 2020 - May 10, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BURLINGTON, WI

Past

August 1, 2012 - October 1, 2020

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

WAUKESHA, WI

Past

August 1, 2012 - October 1, 2020

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

WAUKESHA, WI

Past

April 19, 2012 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

RIA

CRD#: 16517

BURLINGTON, WI

Past

April 27, 2010 - April 18, 2012

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

MILWAUKEE, WI

Past

September 27, 2007 - March 26, 2010

M&I FINANCIAL ADVISORS, INC

RIA

CRD#: 16517

BURLINGTON, WI

Past

December 13, 2006 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

BURLINGTON, WI

Past

October 26, 2005 - October 25, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

PEWAUKEE, WI

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

Florida
(9/25/2025)

Massachusetts
(7/29/2024)

IAR

Texas
(3/31/2025)

Wisconsin
(5/30/2024)

IAR

Wisconsin
(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 65

Date: 2/12/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2015

General Securities Principal 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Kendra K. Gabriel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Kathleen Gabriel's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

M&I FINANCIAL ADVISORS, INC

M&I INVESTMENT MANAGEMENT CORP.

M&I FINANCIAL ADVISORS, INC

M&I FINANCIAL ADVISORS, INC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2008

Series 63

Date: 11/2/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2007

Series 6

Date: 10/25/2005

Series 24

Date: 3/5/2015

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

Contact information

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