Inactive

Marshal Luning

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Dayton, KY • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Covington	KY	03/2016	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → Present

Fidelity Brokerage Services, Llc

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-10-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Other Businesses

OBA-121899|OrgNmn:LuningLandLLC|Org Addr:CINCINNATI,Ohio,US|OBA Nature:Own rental property |Invst Rel:Y|Title:Part owner|Duties:Landlord|StrtDt:08-05-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-101183|OrgNmn:Elevation Volleyball Club|Org Addr:Mason,Ohio,US|OBA Nature:Club Volleyball|Invst Rel:N|Title:assistant volleyball coach|Duties:coach volleyball|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-05
S63	Uniform Securities Agent State Law Examination	2016-04-30

S66 Uniform Combined State Law Examination

2018-10-05
S63 Uniform Securities Agent State Law Examination

2016-04-30

Other Names

Marshal Gilday Luning

View on SEC IAPD

More in Dayton, KY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor