Kelsey Williams, financial advisor Boca Raton FL
90 score

Kelsey Williams

CRD Number: 6105782
Current Firm: Strategic Advisers, Inc.

Kelsey Williams (CRD# 6105782) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Boca Raton, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Boca Raton, FL Jun 2012 - Current 4
Jared The Galleria Of Jewelry Pembroke Pines, FL Feb 2011 - Jun 2012 1
Cheddars Casual Cafe Florence, KY Aug 2009 - Feb 2011 1
Jared The Galleria Of Jewelry Crestview Hills, KY Aug 2008 - Feb 2011 2
Jared The Galleria Of Jewelry Lexington, KY Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Kelsey A. Williams
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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