Curtis M. Kelley
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BEDFORD, NH
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CRD#: 5178734
Professional summary
Curtis M. Kelley, who also goes by Curtis Matthew Kelley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bedford, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Burlington, Massachusetts.
Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Curtis has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
With my 14 years of experience as a financial services professional, I constantly strive to help individuals and families across generations accumulate and protect their wealth so they can use it for what matters to them most. I am passionate about helping people navigate the challenges and potential rewards of financial planning. My core values are compassion, loyalty and candor.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Curtis Matthew Kelley
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.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis M. Kelley'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®
NoneEducation
Bentley University
Bachelor of Corporate Finance and Accounting - Corporate Finance and Accounting
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528RIA
CRD#: 104555
BEDFORD, NH
Current
May 23, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Burlington Mall Road Ste 100, Burlington, MA 01803BD
CRD#: 7784
BURLINGTON, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BURLINGTON, MA
Past
June 3, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BURLINGTON, MA
Past
March 2, 2009 - May 7, 2014
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
NEEDHAM HEIGHTS, MA
Past
September 10, 2008 - May 7, 2014
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
NEEDHAM HEIGHTS, MA
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
Arizona(1/2/2015)
RR
California(8/15/2017)
RR
Colorado(8/15/2017)
RR
Connecticut(1/2/2015)
RR
District of Columbia(7/26/2021)
RR
Florida(1/2/2015)
RR
Georgia(1/4/2019)
RR
Illinois(6/29/2023)
RR
Maine(1/2/2015)
RR
Maryland(1/4/2019)
RR
Massachusetts(5/23/2014)
IAR
Massachusetts(3/31/2025)
RR
Michigan(1/4/2019)
RR
New Hampshire(5/23/2014)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(1/4/2019)
RR
New York(8/13/2021)
RR
North Carolina(11/19/2019)
RR
Ohio(10/23/2025)
RR
Pennsylvania(1/2/2015)
RR
Rhode Island(1/5/2016)
RR
South Carolina(8/15/2017)
RR
Texas(10/11/2024)
IAR
Texas(3/31/2025)
RR
Vermont(1/5/2016)
RR
Virginia(8/15/2017)
RR
Washington(11/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Bedford, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
