Kenneth E. Kirwin
STRATEGIC ADVISERS LLC | Financial Consultant
CRANSTON, RI
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CRD#: 4248585
Professional summary
Kenneth E Kirwin, CFP®, who also goes by Ken Kirwin, Kenneth Edward Kirwin Jr, Kenneth Edward Kirwin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cranston, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kenneth has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with my clients to create customized financial plans to help them work towards their long term goals. I strive to understand who and what is most important to you and your families so I can serve as your advocate. My goal is to help you achieve peace of mind in your financial lives as you grow, preserve, and distribute your wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken Kirwin | Kenneth Edward Kirwin Jr | Kenneth Edward Kirwin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth E Kirwin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Johnson & Wales University
Bachelor of Arts (BA) - Business Management
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CRANSTON, RI
Current
November 2, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 801 Boylston Street, Boston, MA 02116BD
CRD#: 7784
Boston, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTWOOD, MA
Past
November 8, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JOHNSTON, RI
Past
December 20, 2005 - October 20, 2009
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
November 24, 2000 - December 20, 2005
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/15/2020)
RR
Arizona(3/2/2022)
RR
California(1/22/2014)
RR
Colorado(1/22/2014)
RR
Connecticut(11/2/2009)
RR
Delaware(12/12/2018)
RR
District of Columbia(7/29/2016)
RR
Florida(1/22/2014)
RR
Hawaii(3/2/2022)
RR
Illinois(7/29/2016)
RR
Maine(11/2/2009)
RR
Maryland(1/22/2014)
RR
Massachusetts(11/2/2009)
IAR
Massachusetts(3/31/2025)
RR
Missouri(3/2/2022)
RR
New Hampshire(11/2/2009)
RR
New Jersey(1/22/2014)
RR
New York(7/29/2016)
RR
Ohio(5/18/2020)
RR
Pennsylvania(5/15/2020)
RR
Rhode Island(11/2/2009)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(3/1/2024)
RR
Texas(1/22/2014)
IAR
Texas(3/31/2025)
RR
Vermont(11/2/2009)
RR
Virginia(1/28/2014)
IAR
Virginia(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Cranston, RITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
