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Kevin has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$1,067,664,605,590

OH Average: $16,012,751,954

Total Number of Employees

16,291

OH Average: 118

Total Number of Accounts

2,486,631

OH Average: 4,567

Average Account Size

$429,362

OH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kevin Gay Work History

20252005

2025 - Present (0 year)

Fidelity Investments

2021 - Present (4 years)

Fidelity Investments

2019 - 2021 (2 years)

Allstate Insurance Company

2017 - 2019 (2 years)

Pnc Investments

2016 - 2017 (1 year)

Valic Financial Advisors

2015 - 2016 (1 year)

Triad Advisors, Inc

2015 - 2016 (1 year)

Lineweaver Wealth Advisors

2008 - 2015 (7 years)

Charles Schwab Bank

2005 - 2015 (10 years)

Charles Schwab & Co., Inc

State Registrations

Kevin is registered in the following states:

Disclosures

Please visit the SEC profile of Kevin Gay to learn whether or not they have any disclosures.

Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. Based on that information, we match you with financial advisors near you who suit your needs.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy.

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SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Check the background of your financial professional on FINRA’s BrokerCheck.

Kevin
Gay

Strategic Advisers LLC

CRD#2315060

Investment Advisor

in Twinsburg, OH

About this Advisor

Kevin Gay is a financial advisor based in Twinsburg, Ohio, working with Strategic Advisers LLC.

Kevin has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Triad Advisors, Inc, Lineweaver Wealth Advisors, Valic Financial Advisors, Pnc Investments, Allstate Insurance Company, and Fidelity Investments.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor.

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The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.

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Timothy
Gay

Lpl Financial LLC

CRD#2088613

Investment Advisor

in Lancaster, PA

About this Advisor

Timothy Gay is a financial advisor based in Lancaster, Pennsylvania, working with Lpl Financial LLC.

Timothy has previously worked at Christian W. Landis Agency, Inc, National Planning Corporation, and Lpl Financial LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Kevin is part of Strategic Advisers LLC, which operates out of Twinsburg, Ohio. Currently, Timothy is part of Lpl Financial LLC, which operates in Lancaster, Pennsylvania.

Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

gay financial advisor

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