Nicholas Brilen 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 LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Santa Clara UniversityAug 2024 to Jun 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Santa Clara UniversitySep 2023 to Jun 2024
- Tarantino Ljubimow Colvin Wealth Management, UBSJul 2023 to Sep 2023
- Santa Clara UniversitySep 2022 to Jul 2023
- First AwakeningsJun 2022 to Jan 2023
- Santa Clara UniversitySep 2021 to Jun 2022
- Carmel Valley Ranch Golf CourseJun 2021 to Sep 2021
- Carmel High SchoolAug 2018 to Jun 2021
- Youth On CourseJun 2018 to Aug 2018
- Carmel High SchoolAug 2017 to Jun 2018
- Michael B Kelly Insurance ServicesMay 2017 to Aug 2025
- Carmel Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7785007
- Firm CRD
- 104555