Kelsey J. Cagle
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CHICAGO, IL
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CRD#: 6166512
Professional summary
Kelsey Jake Cagle, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chicago, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Highland Park, Illinois.
Kelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kelsey has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I began my career in 2013 with Fidelity helping our valued clients with customer service and trading. I quickly transitioned into multiple roles that focused on guidance and planning, working with clients in a number of different situations and capacities. This path has afforded me a deep knowledge of the resources and strategies available through Fidelity which will allow me to help you and your family craft, implement, and maintain a holistic financial plan geared towards your personal goals
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kelsey Jake Cagle'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
University of Texas - Arlington
Bachelor of Business Administration - Finance
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1 Skokie Valley Road, Highland Park, IL 60035RIA
CRD#: 104555
CHICAGO, IL
Current
May 6, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1 Skokie Valley Road, Highland Park, IL 60035BD
CRD#: 7784
Highland Park, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHICAGO, IL
Past
November 12, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HIGHLAND PARK, IL
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(7/26/2016)
RR
Arkansas(4/23/2020)
RR
California(1/3/2018)
RR
Colorado(4/23/2020)
RR
Connecticut(11/17/2020)
RR
Florida(1/6/2016)
RR
Georgia(9/5/2019)
RR
Illinois(7/13/2016)
IAR
Illinois(3/31/2025)
RR
Indiana(11/28/2017)
RR
Iowa(3/4/2022)
RR
Kansas(4/9/2021)
RR
Maryland(4/23/2020)
RR
Massachusetts(4/23/2020)
RR
Michigan(7/26/2016)
RR
Minnesota(5/15/2013)
IAR
Minnesota(3/31/2025)
RR
New Hampshire(4/9/2021)
RR
New York(11/28/2017)
RR
North Carolina(2/6/2023)
RR
Ohio(11/29/2017)
RR
Oregon(3/4/2022)
RR
Pennsylvania(8/8/2020)
RR
South Carolina(4/23/2020)
RR
Tennessee(4/23/2020)
RR
Texas(5/14/2013)
IAR
Texas(3/31/2025)
RR
Utah(9/29/2021)
RR
Vermont(5/11/2021)
RR
Virginia(4/23/2020)
RR
Washington(4/23/2020)
RR
Wisconsin(5/15/2013)
Exams
State Security Law Exam
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
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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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Chicago, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
