Kelley M. Hubbell
STRATEGIC ADVISERS LLC | Financial Consultant
VIENNA, VA
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CRD#: 7244708
Professional summary
Kelley Mckay Hubbell, who also goes by Kelley Mckay Hubbell, Kelley M Hubbell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Vienna, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Arlington, Virginia.
Kelley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kelley has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I partner with select clients to develop, implement and maintain holistic financial plans for their unique needs. With "who and what matters most" in mind we leverage Fidelity's resources in a collaborative process to ensure your plan matches your priorities. I strive for clients to feel informed, confident, and have the peace of mind knowing they have implemented a plan that can evolve with their life and a trusted professional to help them along the way.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelley Mckay Hubbell | Kelley M Hubbell
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.
OAA#: 66748 | Org Name:Hammers Field Hockey Club Team | Org Addr:Leesburg, VA, US | Nature of Bus:develop youth field hockey players in practice and tournament setting | Invst Rel:N | Title:coach | Duties:run training sessions and coach games for U16 select field team; practice 1x/wk, games 1x/wk | Start Dt:08/10/2020 | Total Hrs p/m:32 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Kelley Mckay Hubbell'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®
NoneEducation
Ithaca College
Master of Science (MS) - Sports Management
2010
The College of Wooster
Bachelor of Arts (BA) - History
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4000 Wilson Blvd, Arlington, VA 22203RIA
CRD#: 104555
VIENNA, VA
Current
August 5, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4000 Wilson Blvd., Arlington, VA 22203BD
CRD#: 7784
Arlington, VA
Past
January 6, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ARLINGTON, VA
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
Arizona(11/26/2024)
RR
California(2/12/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(2/12/2021)
RR
Delaware(5/14/2024)
RR
District of Columbia(9/3/2020)
RR
Florida(2/12/2021)
RR
Georgia(2/12/2021)
RR
Indiana(10/31/2025)
RR
Maine(6/13/2022)
RR
Maryland(9/3/2020)
RR
Massachusetts(2/12/2021)
RR
New Hampshire(5/14/2024)
RR
New Jersey(2/12/2021)
RR
New Mexico(5/3/2022)
RR
New York(2/12/2021)
RR
North Carolina(2/12/2021)
RR
Ohio(2/15/2021)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(6/6/2022)
RR
Tennessee(1/4/2025)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Vermont(6/16/2023)
RR
Virginia(10/13/2020)
IAR
Virginia(3/31/2025)
RR
Washington(10/10/2023)
RR
West Virginia(5/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/4/2020
General Securities Representative ExaminationGeneral 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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#: 104555Vienna, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
