Best Investors Account Sign in

Joshua Nicholas Schneider

Strategic Advisers LLC

Loveland, OH

Cincinnati, OH

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
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

Loveland, OH • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • 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
Executive Transportation Newport KY 06/2014 04/2020
Outback Steakhouse Richmond KY 10/2016 04/2017
Education At Work Cincinnati OH 10/2019 05/2020
Fidelity Brokerage Services, Llc Covington KY 05/2020 Present
Eastern Kentucky University Richmond KY 08/2016 05/2017
Northern Kentucky University Highland Heights KY 08/2017 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 04/2020
    Executive Transportation
    Newport, KY
  • 10/2016 → 04/2017
    Outback Steakhouse
    Richmond, KY
  • 10/2019 → 05/2020
    Education At Work
    Cincinnati, OH
  • 05/2020 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 08/2016 → 05/2017
    Eastern Kentucky University
    Richmond, KY
  • 08/2017 → 05/2020
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
S63 Uniform Securities Agent State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2021-06-10
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11
Other Names
  • Joshua Nicholas Schneider
  • Joshua Schneider

View on SEC IAPD

More in Loveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor