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Carol Michelle Altman

Strategic Advisers LLC

Cleves, OH

Cincinnati, 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

Cleves, 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
Multi-Craft Inc. Newport KY 10/2009 01/2018
Graphic Village Cincinnati OH 01/2018 05/2020
Fidelity Brokerage Services, Llc Covington KY 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2009 → 01/2018
    Multi-Craft Inc.
    Newport, KY
  • 01/2018 → 05/2020
    Graphic Village
    Cincinnati, OH
  • 05/2020 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-22
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2021-02-22
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14
Other Names
  • Carol Michelle Gibbs
  • Michelle Gibbs
  • Michelle Altman
  • Carol Michelle Altman
  • Carol Altman

View on SEC IAPD

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