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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
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

Cincinnati, 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
Fifth Third Bank Cincinnati OH 04/2017 03/2022
Larosa'S Cincinnati OH 06/2014 04/2017
Fifth Third Securities Cincinnati OH 10/2020 03/2022
Fidelity Investments Covington KY 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 03/2022
    Fifth Third Bank
    Cincinnati, OH
  • 06/2014 → 04/2017
    Larosa'S
    Cincinnati, OH
  • 10/2020 → 03/2022
    Fifth Third Securities
    Cincinnati, OH
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2021-04-30 → 2022-03-14
    Cincinnati, OH
    Grandville, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-03
S63 Uniform Securities Agent State Law Examination 2021-03-29
  • S65 Uniform Investment Adviser Law Examination
    2021-05-03
  • S63 Uniform Securities Agent State Law Examination
    2021-03-29
Other Names
  • Garrett S Dunahugh
  • Garrett Dunahugh

View on SEC IAPD

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