Best Investors Account Sign in

Grant Robert Geswein

Strategic Advisers LLC

Covington, KY

Bellevue, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Bellevue, KY • 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
Edward Jones St Louis MO 01/2018 08/2018
Dicks Sporting Goods Florence KY 07/2017 09/2017
Northwestern Mutual West Chester OH 02/2016 02/2017
Miami University Oxford OH 07/2013 12/2017
Fidelity Brokerage Services Llc Covington KY 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 08/2018
    Edward Jones
    St Louis, MO
  • 07/2017 → 09/2017
    Dicks Sporting Goods
    Florence, KY
  • 02/2016 → 02/2017
    Northwestern Mutual
    West Chester, OH
  • 07/2013 → 12/2017
    Miami University
    Oxford, OH
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2018-04-10 → 2018-08-28
    Edward Jones
    Cincinnati, OH
    Fort Wright, KY
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-29
  • S66 Uniform Combined State Law Examination
    2018-03-29
Other Names
  • Grant Robert Geswein
  • Grant Geswein

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
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

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor