KELLY FRASER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-07-01 | 2025-03-31 | — |
| WAMBOLT & ASSOCIATES, LLC | 2019-02-22 | 2021-02-01 | — |
| CENTRIC INVESTMENT GROUP INC | 2019-02-22 | 2019-12-18 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-01-03 | 2017-11-15 | — |
| CHARLES SCHWAB & CO., INC. | 2005-04-14 | 2019-02-20 | — |