Campbell R. Kelley
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
IRVINE, CA
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CRD#: 6558227
Professional summary
Campbell Robert Kelley, who also goes by Campbell Robert Kelley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Irvine, California and FIDELITY BROKERAGE SERVICES LLC located in Irvine, California.
Campbell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Campbell has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
As a Financial Consultant I partner with high net worth clients to devise and implement comprehensive investment, and wealth planning strategies that seek to grow, preserve, and distribute wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Campbell Robert 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.
OBA-14669|OrgNmn:Abandon Children's Fund|Org Addr:Santa Rosa,California,US|OBA Nature:non-profit Charity work intern|Invst Rel:N|Title:Board member|Duties:act as a member of the governing body for the charities non-profit projects|StrtDt:02-02-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-6109|OrgNmn:Childrens Hunger Releif Fund|Org Addr:Santa rosa,California,US|OBA Nature:Non-profit work, food distribu|Invst Rel:N|Title:project director|Duties:clerical duties and book keeping|StrtDt:11-20-15|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Campbell Robert 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
University of California, Davis
Bachelor of Arts (BA) - Economics
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2211 Michelson Drive Suites 100, & 120, Irvine, CA 92612RIA
CRD#: 104555
IRVINE, CA
Current
October 7, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2211 Michelson Drive Suites 100 120, Irvine, CA, 92612BD
CRD#: 7784
Irvine, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEWPORT BEACH, CA
Past
June 6, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, 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(11/29/2021)
RR
California(7/9/2018)
IAR
California(3/31/2025)
RR
Florida(8/8/2020)
RR
Georgia(12/5/2022)
RR
Hawaii(10/3/2018)
RR
Maryland(11/29/2021)
RR
Minnesota(12/18/2020)
RR
Missouri(11/29/2021)
RR
Montana(4/23/2020)
RR
Nevada(1/6/2021)
RR
New Hampshire(3/1/2024)
RR
New Jersey(9/30/2019)
RR
New Mexico(9/18/2025)
RR
New York(1/28/2021)
RR
North Carolina(7/8/2022)
RR
Oregon(11/29/2021)
RR
Pennsylvania(4/19/2021)
RR
South Carolina(11/21/2018)
RR
South Dakota(1/28/2021)
RR
Tennessee(12/18/2020)
RR
Texas(4/15/2019)
IAR
Texas(3/31/2025)
RR
Utah(1/28/2021)
RR
Virginia(2/12/2021)
RR
Washington(3/18/2021)
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
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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Irvine, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
