Kevin Teague, financial advisor Reston VA
90 score

Kevin Teague

CRD Number: 5974765
Current Firm: Strategic Advisers, Inc.

Kevin Teague (CRD# 5974765) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Reston, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Reston, VA Aug 2011 - Current 6
Denison University Granville, OH Aug 2010 - Aug 2011 1
Ameriprise Financial Vienna, VA Jun 2010 - Aug 2010 < 1
Denison University Granville, OH Aug 2009 - Jun 2010 < 1
Clear Expectations Alexandria, VA Jul 2009 - Aug 2009 < 1
Us House Of Representatives Washington, DC Jun 2009 - Jul 2009 < 1
Denison University Granville, OH Aug 2007 - Jun 2009 1
St. Stephen's And St. Agnes School Alexandria, VA Sep 2001 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Kevin H. Teague
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • VA
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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