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Josiah William Archer

Strategic Advisers LLC

Fairfield, OH

Covington, KY

CRD 7257764

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Fairfield, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Fidelity Investments Covington KY 05/2020 Present
Pillar Ministries Cincinnati OH 04/2017 05/2020
School/ Ywam Kansas City MO 05/2016 04/2017
The Christ Hospital Cincinnati OH 04/2017 10/2018
Self Employed - Ware Properties Llc Cincinnati OH 10/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Investments
    Covington, KY
  • 04/2017 → 05/2020
    Pillar Ministries
    Cincinnati, OH
  • 05/2016 → 04/2017
    School/ Ywam
    Kansas City, MO
  • 04/2017 → 10/2018
    The Christ Hospital
    Cincinnati, OH
  • 10/2018 → 05/2020
    Self Employed - Ware Properties Llc
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2020-10-09
  • S66 Uniform Combined State Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2020-10-09
Other Names
  • Josiah William Archer
  • Josiah Archer

View on SEC IAPD

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