Best Investors Account Sign in

Adam A Prohaska

Strategic Advisers LLC

Covington, KY

Union, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Union, KY • 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
Metlife Securities Cincinnati OH 04/2015 01/2017
Fidelity Brokerage Services Llc Covington KY 02/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 01/2017
    Metlife Securities
    Cincinnati, OH
  • 02/2017 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2015-06-19 → 2017-01-30
    Msi Financial Services, Inc.
    Cincinnati, OH
Other Businesses

OBA-7723|OrgNmn:Basketball Coach|Org Addr:Union,Kentucky,US|OBA Nature:Basketball Coaching/Training|Invst Rel:N|Title:Basketball Trainer|Duties:Basketball Coaching and Skills Training|StrtDt:03-10-17|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-02
S63 Uniform Securities Agent State Law Examination 2015-06-30
  • S65 Uniform Investment Adviser Law Examination
    2015-12-02
  • S63 Uniform Securities Agent State Law Examination
    2015-06-30
Other Names
  • Adam Arthur Prohaska
  • Adam Prohaska

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor