Brian Michael Kallenberg

Financial advisor at Strategic Advisers LLC · Smithfield, RI

Last updated 2026-10-10

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Brian Michael Kallenberg is a financial advisor at Strategic Advisers LLC in Smithfield, RI, CRD 5229920. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-10-05.

Registration

CRD number
5229920
Registration status
Active
IAPD registration
2016-10-05
Industry Experience
10 years
Work Experience
13 years
States registered
MA, RI, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2013-01 to 2017-12 · Cco Investment Services · Malden, MA
  • 2017-12 to 2021-09 · Citizens Securities Inc. · Braintree, MA
  • 2017-12 to 2021-09 · Citizens Bank · Braintreet, MA
  • 2021-09 to Present · Fidelity Investments · Smithfield, RI
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for Brian Michael Kallenberg

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

About

Brian Michael Kallenberg is a financial advisor at Strategic Advisers LLC in Smithfield, RI. Reported securities licenses include Series 63 and Series 66. The latest record indicates 10 years of industry experience and 13 years of reported work history. Reported roles include Fidelity Investments, Citizens Securities Inc., Citizens Bank, Cco Investment Services.

SEC disclosures list additional business and community activities: Oba-63222|orgnmn:abington Youth Football And Cheer|org Addr:abington.

Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

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

500 Salem Street, Smithfield, RI 02917-1288

426 advisors at this office.

Strategic Advisers office in Smithfield, RI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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