Kelly Maddison Clougherty
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Diamond Cove Wealth ManagementMay 2022 to Mar 2023
- Bryant University Post OfficeMar 2021 to Mar 2022
- Pour Coffee and Bagel CompanyMar 2019 to Jan 2022
- Shoe Market KidsJun 2018 to Jan 2022
- Morning Glories Bakery & CafeDec 2016 to Jun 2023
- Full-time EducationJan 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, TX).
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
- 7563487
- Firm CRD
- 104555