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Kevin M Wright

Kevin M. Wright

STRATEGIC ADVISERS | Vice President, Financial Consultant
NOVI, MI
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CRD#: 5770745
Kevin M Wright
Kevin M WrightSTRATEGIC ADVISERS

Professional summary

Kevin M Wright, CFP®, who also goes by Kevin Wright, Kevin M Wright, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Novi, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Novi, Michigan.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kevin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Min. Asset: Under $50K

Services Offered

Retirement Planning
Insurance Planning
Comprehensive Financial Planning

Biography

I believe that everyone deserves to be prudently invested. Therefore, it is my role to strategize with clients to create a financial plan that will effectively help them work toward their financial goals while also mitigating any unnecessary investment risk.

Aliases

Kevin Wright | Kevin M Wright

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 M Wright'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®
CFP®

Certified Financial Planner

Start date: 2019

Education

Central Michigan University

Bachelor of Arts (BA) - Interpersonal and Public Communication

2007

Experience

Current

August 14, 2026 - Present

STRATEGIC ADVISERS LLC

Office #2: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616
RIA
CRD#: 104555
NOVI, MI
Current

August 2, 2026 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616
BD
CRD#: 7784
NOVI, MI
Past

April 23, 2025 - July 22, 2026

FISHER INVESTMENTS

RIA
CRD#: 107342
Novi, MI
Past

March 31, 2025 - April 11, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NOVI, MI
Past

February 11, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NOVI, MI
Past

December 15, 2014 - April 11, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NOVI, MI
Past

June 3, 2011 - November 26, 2014

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
SALINE, MI
Past

April 9, 2010 - May 26, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NORTHVILLE, MI

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
Michigan
(8/2/2026)
IAR
Michigan
(8/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/11/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/16/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/9/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/7/2010
Investment Company Products/Variable Contracts Representative Examination
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)
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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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Financial ConsultantCRD#: 104555Novi, MI

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