Kerry A. Hawkins
STRATEGIC ADVISERS LLC | Financial Consultant I
UNIVERSITY HEIGHTS, OH
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CRD#: 6817424
Professional summary
Kerry Ann Hawkins, who also goes by Kerry Ann Hawkins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in University Heights, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Orange, Ohio.
Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Kerry has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I partner with individuals and families to co-create customized financial plans that are flexible, easy to understand and consider multiple outcomes. I strive to build trusting relationships with all of my clients so that you have a dedicated financial professional who you can rely on through all of your life events.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kerry Ann Hawkins
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.
OAA#: 51459 | Org Name:N. OH Womens Lacrosse Official Assoc. | Org Addr:Various - Greater Cleveland Area, OH, US | Nature of Bus:Referee girls lacrosse for local schools | Invst Rel:N | Title:Lacrosse Official | Duties:Referee girls lacrosse for local middle and high schools in the Cleveland area. | Start Dt:02/24/2018 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Ann Hawkins'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
The Ohio State University
Bachelor of Science (BS) - Business Administrstion
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 200 Pinecrest Drive, Orange, OH 44122RIA
CRD#: 104555
UNIVERSITY HEIGHTS, OH
Current
August 30, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 200 Pinecrest Drive, Orange, OH 44122BD
CRD#: 7784
Orange, OH
Past
August 9, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRLAWN, OH
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(8/5/2019)
RR
California(1/3/2020)
RR
Colorado(1/3/2020)
RR
Connecticut(12/13/2024)
RR
Florida(8/5/2019)
RR
Kentucky(1/3/2020)
RR
Michigan(8/5/2019)
RR
Missouri(9/9/2024)
RR
Nevada(1/12/2022)
RR
New York(8/5/2019)
RR
North Carolina(8/5/2019)
RR
Ohio(9/29/2017)
IAR
Ohio(3/31/2025)
RR
Oregon(7/21/2023)
RR
Pennsylvania(8/5/2019)
RR
South Carolina(11/7/2023)
RR
Texas(8/5/2019)
IAR
Texas(3/31/2025)
RR
Virginia(1/3/2020)
RR
West Virginia(1/3/2020)
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
Financial Consultant ICRD#: 104555University Heights, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
