Best Investors Account Sign in

Kimberly D Walko

Strategic Advisers LLC

Cincinnati, OH

CRD 5354105

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

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
The Huntington Investment Company Columbus OH 11/2015 06/2022
Huntington National Bank Centerville OH 11/2015 12/2017
Huntington National Bank Loveland OH 02/2020 06/2022
Fidelity Investments Covington KY 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 06/2022
    The Huntington Investment Company
    Columbus, OH
  • 11/2015 → 12/2017
    Huntington National Bank
    Centerville, OH
  • 02/2020 → 06/2022
    Huntington National Bank
    Loveland, OH
  • 07/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2018-03-12 → 2022-06-21
    The Huntington Investment Company
    Beavercreek, OH
    Centerville, OH
    Loveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-09
S63 Uniform Securities Agent State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2018-03-09
  • S63 Uniform Securities Agent State Law Examination
    2014-12-18

View on SEC IAPD

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor