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Michael Lataille

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_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 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 St. Louis MO 07/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → Present
    Fidelity Investments
    St. Louis, MO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Cincinnati, OH
  • 2012-09-14 → 2018-07-13
    Strategic Advisers Llc
    St. Louis, MO
    Covington, KY
  • 2012-02-01 → 2012-07-25
    Edward Jones
    Florissant, MO
  • 2010-08-03 → 2012-02-01
    Td Ameritrade, Inc.
    St Louis, MO
  • 2010-08-03 → 2012-02-01
    Td Ameritrade Investment Management, Llc
    St. Louis, MO
  • 2009-11-13 → 2010-07-21
    Pnc Wealth Management Llc
    Cincinnati, OH
    Cincinnati, OH
  • 2009-05-06 → 2009-11-13
    Natcity Investments, Inc.
    Cincinnati, OH
  • 2007-05-04 → 2008-09-11
    Strategic Advisers Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-02
S63 Uniform Securities Agent State Law Examination 2004-11-30
  • S65 Uniform Investment Adviser Law Examination
    2007-05-02
  • S63 Uniform Securities Agent State Law Examination
    2004-11-30
Other Names
  • Michael P Lataille
  • Michael Paul Lataille

View on SEC IAPD

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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

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