AdvisorOS Directory
Claim Profile
Unclaimed Profile
KD

Keri S Dogan

STRATEGIC ADVISERS LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63Clean recordSTRATEGIC ADVISERS LLC
155 SEAPORT BLVD, BOSTON, MA 02210-2698CRD# 5228110Firm CRD# 104555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keri S Dogan · BOSTON, MA
Registration
CRD #5228110 · STRATEGIC ADVISERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STRATEGIC ADVISERS LLC
CRD 104555 · SEC 801-13243
AUM
$824.7B
Regulatory assets under management
Employees
269
1,965,880 client accounts
Services offered by STRATEGIC ADVISERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at STRATEGIC ADVISERS LLC →
Introduction

Speak with Keri

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Keri is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Keri S Dogan offer?
Keri S Dogan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Keri S Dogan's credentials?
Keri S Dogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keri S Dogan located?
Keri S Dogan is based in BOSTON, Massachusetts, working with STRATEGIC ADVISERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Keri S Dogan charge for services?
Keri S Dogan's firm is compensated through percentage of aum, other: percentage of revenue from affiliates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC ADVISERS LLC?
STRATEGIC ADVISERS LLC has approximately 269 employees and manages $824.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STRATEGIC ADVISERS LLC

Richard Gray Compson
BOSTON, MA
Andrew S Windmueller
BOSTON, MA
Brian Brazell Hogan
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile