Kaylee N. Guerra
STRATEGIC ADVISERS LLC | Financial Advisor
LEBANON, NJ
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CRD#: 6823854
Professional summary
Kaylee Nicole Guerra, CFP®, who also goes by Kaylee Nicole Guerra, Kaylee Guerra, Kaylee N. Valudes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lebanon, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.
Kaylee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kaylee has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Education Planning
Small Business Planning
Insurance Planning
Socially Responsible Investing
Long-term Care
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kaylee Nicole Guerra | Kaylee Guerra | Kaylee N. Valudes
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.
I*129080 For profit or not for profit: Non-Profit Organization Name of outside business organization: HiTOPS Investment related: N Address of business: Princeton, New Jersey 8540 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/12/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will be participating in monthly meetings, helping with adjusting their budgets and coming up with fundraising ideas.
CRS (Client Relationship Summary) - RIA
Click below to view Kaylee Nicole Guerra'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®
CFP®
Start date: 2022
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530RIA
CRD#: 104555
LEBANON, NJ
Current
June 3, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807BD
CRD#: 7784
Bridgewater, NJ
Past
June 6, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BRIDGEWATER, NJ
Past
October 24, 2017 - May 21, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FREEHOLD, NJ
Past
September 14, 2017 - May 21, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FREEHOLD, NJ
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
Alabama(5/28/2025)
RR
Alaska(1/6/2025)
RR
Arizona(5/28/2025)
RR
California(7/9/2024)
RR
Colorado(7/9/2024)
RR
Connecticut(7/9/2024)
RR
Delaware(7/9/2024)
RR
Florida(7/9/2024)
RR
Georgia(7/9/2024)
RR
Hawaii(7/29/2025)
RR
Illinois(7/9/2024)
RR
Maine(7/9/2024)
RR
Maryland(1/6/2025)
RR
Massachusetts(7/9/2024)
RR
Michigan(1/3/2025)
RR
Missouri(7/9/2024)
RR
Montana(7/9/2024)
RR
Nevada(8/20/2025)
RR
New Hampshire(5/28/2025)
RR
New Jersey(6/3/2024)
IAR
New Jersey(3/31/2025)
RR
New York(7/9/2024)
RR
North Carolina(7/9/2024)
RR
North Dakota(7/9/2024)
RR
Ohio(7/9/2024)
RR
Pennsylvania(7/9/2024)
RR
Rhode Island(5/28/2025)
RR
South Carolina(7/9/2024)
RR
Tennessee(7/9/2024)
RR
Texas(7/9/2024)
IAR
Texas(3/31/2025)
RR
Utah(1/3/2025)
RR
Vermont(7/9/2024)
RR
Virginia(7/9/2024)
RR
Washington(7/9/2024)
RR
Wisconsin(7/9/2024)
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
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
Financial AdvisorCRD#: 104555Lebanon, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
