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Chelsea Rentschler

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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

Branch Locations

100 Crosby Pkwy, Covington, KY 41015-4325 • 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 Investments Covington KY 10/2011 10/2019
Ubs Financial Services Inc. Cincinnati OH 11/2019 11/2020
Fidelity Investments Covington KY 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2011 → 10/2019
    Fidelity Investments
    Covington, KY
  • 11/2019 → 11/2020
    Ubs Financial Services Inc.
    Cincinnati, OH
  • 11/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-27
S63 Uniform Securities Agent State Law Examination 2013-10-17
  • S66 Uniform Combined State Law Examination
    2022-07-27
  • S63 Uniform Securities Agent State Law Examination
    2013-10-17
Other Names
  • Chelsea Marie Sando
  • Chelsea Sando
  • Chelsea Marie Rentschler

View on SEC IAPD

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