Kelly A Olson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedFeb 2026 to Mar 2026
- Chocolate RoseDec 2025 to Jan 2026
- Mian Group IncMay 2025 to Oct 2025
- Self EmployedJul 2024 to Dec 2025
- Sunset Fruit CompanyMar 2024 to May 2025
- UnemployedDec 2023 to Mar 2024
- Accenture LLPMay 2017 to Dec 2023
- Blue Cross Blue Shield Rhode IslandMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8242831
- Firm CRD
- 104555