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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-14
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-14
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

1800 Crocker Road, Westlake, OH 44145-6958 • United States

Cleveland, OH • 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
Lord Abbett Jersey City NJ 07/2020 09/2024
Unemployed Bay Village OH 12/2019 07/2020
Key Bank Cleveland OH 08/2022 08/2024
Lululemon Westlake OH 06/2021 01/2022
John Carroll University Heights OH 05/2021 09/2022
Lord Abbett Jersey City NJ 07/2020 12/2020
Ohio University Athens OH 05/2018 12/2019
Ohio University Athens OH 08/2016 06/2020
Unemployed Bay Village OH 12/2020 05/2021
Fidelity Investments Westlake OH 09/2024 Present
Malleys Bay Village OH 09/2015 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 09/2024
    Lord Abbett
    Jersey City, NJ
  • 12/2019 → 07/2020
    Unemployed
    Bay Village, OH
  • 08/2022 → 08/2024
    Key Bank
    Cleveland, OH
  • 06/2021 → 01/2022
    Lululemon
    Westlake, OH
  • 05/2021 → 09/2022
    John Carroll
    University Heights, OH
  • 07/2020 → 12/2020
    Lord Abbett
    Jersey City, NJ
  • 05/2018 → 12/2019
    Ohio University
    Athens, OH
  • 08/2016 → 06/2020
    Ohio University
    Athens, OH
  • 12/2020 → 05/2021
    Unemployed
    Bay Village, OH
  • 09/2024 → Present
    Fidelity Investments
    Westlake, OH
  • 09/2015 → 08/2018
    Malleys
    Bay Village, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-24
  • S66 Uniform Combined State Law Examination
    2025-02-24
Other Names
  • Olivia Brahler
  • Olivia Janet Brahler

View on SEC IAPD

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