Drew Kelly
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Thrivent FinancialFeb 2021 to Apr 2022
- Thrivent Investment Management IncNov 2020 to Apr 2022
- Lake Elmo InnDec 2017 to Aug 2018
- New Richmond High SchoolOct 2017 to Aug 2021
- American LegionJun 2017 to Aug 2021
- Quality MoldingMay 2017 to Sep 2019
- University of Wisconsin River FallsJan 2017 to Dec 2020
- Jimmy JohnsAug 2016 to Nov 2016
- Somerset Youth Hockey CampJun 2016 to Aug 2017
- Kellys DepotOct 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7278076
- Firm CRD
- 104555