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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • United States

Cincinnati, 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
Fidelity Brokerage Services Llc Scottsdale AZ 04/2015 06/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Scottsdale AZ 07/2018 05/2021
Fidelity Investments Covington KY 06/2021 10/2021
Fidelity Investments Covington KY 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 06/2018
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2018 → 05/2021
    Fidelity Investments
    Scottsdale, AZ
  • 06/2021 → 10/2021
    Fidelity Investments
    Covington, KY
  • 10/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Cincinnati, OH
  • 2015-05-19 → 2018-07-13
    Scottsdale, AZ
  • 2003-06-30 → 2015-02-27
    1St Global Advisors Inc
    Phoenix, AZ
Other Businesses

OBA-125879|OrgNmn:he Gasser Revocable Living Trust, The Gasser Revocabl|Org Addr:Cincinnati,Ohio,US|OBA Nature:Successor Trustee (now active)|Invst Rel:Y|Title:Trustee|Duties:Trustee for family Trusts after incapacitation of current trustee|StrtDt:12-11-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-28
  • S66 Uniform Combined State Law Examination
    2003-04-28
Other Names
  • Erin Renee Hillerich
  • Erin Renee Robbins

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