Alfredo Kenneth Ellzey
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alfredo Kenneth Ellzey is an investment adviser representative with Strategic Advisers LLC in Atlanta, GA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and UBS Financial Services Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Illinois and Texas.
Registrations & licenses
- Investment adviser:
- Illinois, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsFeb 2025 – no end date reportedAtlanta, GA
- Unc-chapel HILLAug 2016 – Nov 2020Chapel Hill, NC
- UNC Chapel HILLAug 2016 – Dec 2020Chapel Hill, NC
- MMC 2100 Financial GroupJan 2021 – Jul 2021Chapel Hill, Nc
- BANK OF America N.A.Sep 2022 – Dec 2023Atlanta, GA
- Levin JCCAug 2016 – Nov 2017Durham, NC
- Trans Atlantic Forum FOR Education AND DiplomacyJan 2019 – Aug 2019Chapel Hill, NC
- YELP Inc.Jul 2021 – Apr 2022Chapel Hill, NC
- ChanneladvisorApr 2022 – Sep 2022Morrisville, NC
- UBS Financial Services, IncJan 2024 – Feb 2025Atlanta, GA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 – Dec 2023Atlanta, GA
- Center FOR Death Penalty LitigationJun 2018 – Aug 2018Durham, NC
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alfredo Kenneth Ellzey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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