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Cory David Knaley

Strategic Advisers LLC

Covington, KY

Independence, KY

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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

Independence, 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
Fidelity Investments Covington KY 06/2020 Present
Better Blend Nutrition Florence KY 01/2020 06/2020
Patientpoint Cincinnati KY 06/2019 04/2020
Prolanthropy Florence KY 06/2018 06/2019
Chick-Fil-A Newport KY 08/2017 02/2018
Taylor & Francis Florence KY 06/2017 12/2017
Nku Intramurals Highland Heights KY 08/2015 12/2018
Northern Kentucky University Highland Heights KY 01/2014 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Covington, KY
  • 01/2020 → 06/2020
    Better Blend Nutrition
    Florence, KY
  • 06/2019 → 04/2020
    Patientpoint
    Cincinnati, KY
  • 06/2018 → 06/2019
    Prolanthropy
    Florence, KY
  • 08/2017 → 02/2018
    Chick-Fil-A
    Newport, KY
  • 06/2017 → 12/2017
    Taylor & Francis
    Florence, KY
  • 08/2015 → 12/2018
    Nku Intramurals
    Highland Heights, KY
  • 01/2014 → 12/2018
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-126314|OrgNmn:Delightmore|Org Addr:Cincinnati,Ohio,US|OBA Nature:Catering Company|Invst Rel:N|Title:Employee|Duties:Serving food; setting up events|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
S63 Uniform Securities Agent State Law Examination 2020-11-19
  • S66 Uniform Combined State Law Examination
    2021-05-03
  • S63 Uniform Securities Agent State Law Examination
    2020-11-19

View on SEC IAPD

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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

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