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Stephenie Rulli

Strategic Advisers LLC

Hamilton, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Hamilton, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversified Hamilton OH 07/2012 12/2016
Diversified Investors Securities Corp. Hamilton OH 08/2012 12/2016
Unemployed Hamilton OH 01/2017 08/2017
Transamerica Retirement Solutions Hamilton OH 08/2017 05/2020
Transamerica Investors Securities Corporation Hamilton OH 08/2017 05/2020
Fidelity Brokerage Services Llc Covington KY 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → 12/2016
    Diversified
    Hamilton, OH
  • 08/2012 → 12/2016
    Diversified Investors Securities Corp.
    Hamilton, OH
  • 01/2017 → 08/2017
    Unemployed
    Hamilton, OH
  • 08/2017 → 05/2020
    Transamerica Retirement Solutions
    Hamilton, OH
  • 08/2017 → 05/2020
    Transamerica Investors Securities Corporation
    Hamilton, OH
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-06
S63 Uniform Securities Agent State Law Examination 2012-08-28
S66 Uniform Combined State Law Examination 2002-03-19
  • S65 Uniform Investment Adviser Law Examination
    2016-04-06
  • S63 Uniform Securities Agent State Law Examination
    2012-08-28
  • S66 Uniform Combined State Law Examination
    2002-03-19
Other Names
  • Stephanie Rulli

View on SEC IAPD

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