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Tracy R. Osborne

Strategic Advisers LLC

Jackson, 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_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jackson, 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
Valic Financial Advisors Independence OH 08/2015 11/2017
Infinex Investments, Inc. Meriden CT 11/2017 10/2018
The First National Bank Of Waverly Columbus OH 11/2017 10/2018
The Huntington Investment Company Chillicothe OH 10/2018 09/2021
Fidelity Investments Jackson OH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 11/2017
    Valic Financial Advisors
    Independence, OH
  • 11/2017 → 10/2018
    Infinex Investments, Inc.
    Meriden, CT
  • 11/2017 → 10/2018
    The First National Bank Of Waverly
    Columbus, OH
  • 10/2018 → 09/2021
    The Huntington Investment Company
    Chillicothe, OH
  • 10/2021 → Present
    Fidelity Investments
    Jackson, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-08
S63 Uniform Securities Agent State Law Examination 2016-01-05
  • S65 Uniform Investment Adviser Law Examination
    2018-11-08
  • S63 Uniform Securities Agent State Law Examination
    2016-01-05
Other Names
  • Tracy Ruthann Denny
  • Tracy R Osborne
  • Tracy Osborne

View on SEC IAPD

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