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Leslie Cool

Strategic Advisers LLC

Springboro, OH

Beavercreek, OH

Beavercreek, 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 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Springboro, OH • United States

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

70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • 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 Brokerage Services Llc Beavercreek OH 06/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → Present
    Fidelity Brokerage Services Llc
    Beavercreek, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beavercreek, OH
  • 2018-06-15 → 2018-07-13
    Strategic Advisers Llc
    Beavercreek, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-19
S63 Uniform Securities Agent State Law Examination 2015-08-31
  • S66 Uniform Combined State Law Examination
    2017-01-19
  • S63 Uniform Securities Agent State Law Examination
    2015-08-31
Other Names
  • Leslie Ann Cool

View on SEC IAPD

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