Kay Kidwell has been an investment adviser representative at RiversEdge Advisors since June 2025, and is not listed among the firm’s executive officers or direct owners. Kay Kidwell holds a B.S. in Business Administration and Accounting from Cabrini University.
Riversedge Advisors, LLC is a Wilmington, DE firm with $928M under management, 454 clients and 9 advisers across 2 offices, as of its July 2026 filing.
Kay Kidwell is Wealth Advisor of RiversEdge Advisors. She is a Certified Financial Planner with over 15 years of experience and specializes in comprehensive financial planning, including retirement, investment and estate strategies. Before joining RiversEdge, she held planning and investment roles at Fidelity Investments and The Haverford Trust Company.
Kay Kidwell’s longest registration was 6 years at Fidelity Personal and Workplace Advisors (2018–2025). Before joining RiversEdge Advisors in 2025, Kay Kidwell was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Riversedge AdvisorsCurrent– present · 1 yearWilmington, DE · Adviser representative · Firm CRD 298390
- Strategic Advisers LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · 6 yearsGlen Mills, PA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · under a yearGreenville, DE · Adviser representative · Firm CRD 104555
Professional designations
Listed by RiversEdge Advisors
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Kay Kidwell is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- DelawareSince 18 June 2025
- PennsylvaniaSince 18 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 March 2009 |
| Series 7 | General Securities Representative Examination | 24 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kay Ellen Kidwell
- CRD
- 5340697
- Firm
- RiversEdge Advisors · CRD 298390
- Office
- 600 N KING ST, SUITE 200, Wilmington, DE 19801
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgeadvisors.com
Where does Kay Kidwell work?
Kay Kidwell is an investment adviser representative registered through Riversedge Advisors, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kay Kidwell a financial advisor?
Yes. Kay Kidwell has a current investment-adviser registration in Delaware and Pennsylvania, through RiversEdge Advisors since June 2025.
How many years of experience does Kay Kidwell have?
Kay Kidwell has 18 years in the financial industry, since September 2008, across 3 adviser firms.
What exams has Kay Kidwell passed?
Kay Kidwell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2008. FINRA credited Kay Kidwell with the SIE, which began in October 2018.
Where did Kay Kidwell work before RiversEdge Advisors?
Before RiversEdge Advisors, Kay Kidwell was registered through Strategic Advisers LLC, March 2025 to April 2025; Fidelity Personal and Workplace Advisors, July 2018 to March 2025; Strategic Advisers LLC, May 2018 to July 2018.
Where is Kay Kidwell based?
Kay Kidwell’s registered office is in Wilmington, DE.
Is Kay Kidwell registered with FINRA?
No. Kay Kidwell has no current broker registration.
Is Kay Kidwell a CFP?
RiversEdge Advisors lists Kay Kidwell with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kay Kidwell, CFP®, CDFA® biography, riversedgeadvisors.com
How can I verify Kay Kidwell’s record?
Search CRD 5340697 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kay Kidwell’s full registration record.
