Keith J Wagner

CRD 6644380 · Fidelity Brokerage Services LLC · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Keith Wagner; Keith Joseph Wagner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (52): 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 · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 10
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6644380 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (8)

From the source registration record · current first

Strategic Advisers LLCCurrent
Tampa, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Tampa, FL · BD capacity

Jan 20, 2022 → present
Fidelity Brokerage Services LLCCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 17, 2022 → Mar 31, 2025
J.P. Morgan Securities LLC
BD capacity

Apr 11, 2018 → Apr 1, 2020
J.P. Morgan Securities LLC
IA capacity

Apr 11, 2018 → Apr 1, 2020
Morgan Stanley
IA capacity

Aug 24, 2016 → Jul 24, 2017
Morgan Stanley
BD capacity

Jul 25, 2016 → Jul 24, 2017

Source & corrections

Where this page comes from

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