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Scott Richter

Strategic Advisers LLC

Beavercreek, OH

Beavercreek, OH

Mason, 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

70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • United States

4389 Walnut St., Beavercreek, OH 45440-1491 • United States

Mason, 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
Tiaa Chicago IL 01/2014 10/2020
Tiaa-Cref Individual & Institutional Services, Llc Chicago IL 01/2014 10/2020
Otium, Llc Chicago IL 11/2020 01/2022
Fidelity Investments Chicago IL 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 10/2020
    Tiaa
    Chicago, IL
  • 01/2014 → 10/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Chicago, IL
  • 11/2020 → 01/2022
    Otium, Llc
    Chicago, IL
  • 02/2022 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2021-01-06 → 2021-10-29
    Otium Financial
    Chicago, IL
  • 2014-02-20 → 2020-11-13
    Tiaa-Cref Individual & Institutional Services, Llc
    Chicago, IL
  • 2012-02-21 → 2014-01-22
    Strategic Advisers Llc
    Highland Park, IL
  • 2009-03-04 → 2010-10-27
    Msi Financial Services, Inc.
    Downers Grove, IL
Other Businesses

OBA-103313|OrgNmn:Bubble Connection|Org Addr:Mason,Ohio,US|OBA Nature:Charitable foundation that hel|Invst Rel:N|Title:Officer|Duties:Help raise awareness and find cures of gene mutations and to help fund the research needed to get there. |StrtDt:10-21-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-25
S63 Uniform Securities Agent State Law Examination 2008-08-25
  • S65 Uniform Investment Adviser Law Examination
    2009-02-25
  • S63 Uniform Securities Agent State Law Examination
    2008-08-25
Other Names
  • Scott Alan Richter

View on SEC IAPD

Other Firms

EQUITY SERVICES, INC.
EDWARD JONES
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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