Cory Mitchell

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-05-03
KY	RA	APPROVED	2026-05-02

OH RA
APPROVED

Since 2026-05-03
KY RA
APPROVED

Since 2026-05-02

Branch Locations

Cleves, 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Covington	KY	04/2015	10/2024
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	10/2024
Fisher Investments	Plano	TX	10/2024	01/2026
Fidelity Investments	Owensboro	KY	01/2026	Present

04/2015 → 10/2024

Fidelity Brokerage Services Llc

Covington, KY
07/2018 → 10/2024

Fidelity Personal And Workplace Advisors

Boston, MA
10/2024 → 01/2026

Fisher Investments

Plano, TX
01/2026 → Present

Fidelity Investments

Owensboro, KY

Previous Registrations

2024-10-16 → 2026-01-06

Fisher Investments

Plano, TX

Cleves, OH
2018-07-13 → 2024-10-15

Fidelity Personal And Workplace Advisors

Boston, MA

Covington, KY
2015-08-13 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-24

S66 Uniform Combined State Law Examination

2015-07-24

Other Names

Cory John Mitchell

View on SEC IAPD

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