Brian Kenny

Financial advisor at Strategic Advisers LLC · Merrimack, NH

Last updated 2026-10-10

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Brian Kenny is a financial advisor at Strategic Advisers LLC in Merrimack, NH, CRD 2290957. Licenses and exams on the registration: Series 63, Series 66. First registered 2024-06-10.

Registration

CRD number
2290957
Registration status
Active
First registered
2024-06-10
Years of experience
12
States registered
NH, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2023-09 to 2024-01 · Somerset Hills Ymca · Basking Ridge, NJ
  • 2024-02 to Present · Fidelity Investments · Merrimack, NH
  • 2014-10 to 2023-09 · Unemployed · Califon, NJ
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for Brian Kenny

Strategic Advisers LLC

Regulatory AUM
$1,370,125,325,211
Registered advisors
17,023
Offices
3,513
Clients per advisor
141.1 (High)
Average AUM per client
$570.5K (Low)
High-net-worth client ratio
30.7% (Moderate)

Strategic Advisers LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Strategic Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Two Contra Way, Merrimack, NH 03054-4334

840 advisors at this office.

Strategic Advisers office in Merrimack, NH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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