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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

Madeira, OH • United States

Madeira, OH • United States

100 Magellan Way, Covington, KY 41015-1987 • 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 Brockerage Services, Llc Covington KY 06/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → Present
    Fidelity Brockerage Services, Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-108233|OrgNmn:Nicholas Greathouse|Org Addr:Lexington,Kentucky,US|OBA Nature:Throughbred Racehorses|Invst Rel:N|Title:Partner|Duties:Contributions towards monthly bills|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
S63 Uniform Securities Agent State Law Examination 2015-08-17
  • S66 Uniform Combined State Law Examination
    2018-06-14
  • S63 Uniform Securities Agent State Law Examination
    2015-08-17
Other Names
  • Nicholas Goyer Greathouse

View on SEC IAPD

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