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Aaron Wayne Satterfield

Strategic Advisers LLC

Florence, KY

Covington, 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

Florence, KY • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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
Charles Schwab & Co., Inc. Fort Mitchell KY 10/2020 05/2022
Central Ohio Financial Services Waverly OH 05/2018 09/2020
Us Bank Cincinnati OH 08/2017 08/2018
Pnc Bank Chillicothe OH 08/2016 11/2016
Sprint Chillicothe OH 01/2017 08/2017
Xavier University Cincinnati OH 05/2015 05/2018
Fidelity Investments Covington KY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 05/2022
    Charles Schwab & Co., Inc.
    Fort Mitchell, KY
  • 05/2018 → 09/2020
    Central Ohio Financial Services
    Waverly, OH
  • 08/2017 → 08/2018
    Us Bank
    Cincinnati, OH
  • 08/2016 → 11/2016
    Pnc Bank
    Chillicothe, OH
  • 01/2017 → 08/2017
    Sprint
    Chillicothe, OH
  • 05/2015 → 05/2018
    Xavier University
    Cincinnati, OH
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2021-10-18 → 2022-06-13
    Charles Schwab & Co., Inc.
    Fort Mitchell, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2021-10-18
Other Names
  • Aaron Satterfield
  • Aaron W. Satterfield
  • Aaron Wayne Satterfield

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Arthur M Shields
ROBERT DANIEL BISHOP
Michael Mcgriff
MATTHEW ARNOLD KING
ANDREW ERWIN LUTSCH
MICHAEL WAYNE DUCKER
JENNIFER FAITH ANDERSON
GREGORY GOEBEL

Other Offices

CITIGROUP GLOBAL MARKETS INC. · FLORENCE, KY
J.P. MORGAN SECURITIES LLC · FLORENCE, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Erlanger, KY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Erlanger, KY
CETERA INVESTMENT ADVISERS LLC · FLORENCE, KY
AMERIPRISE FINANCIAL SERVICES, LLC · Florence, KY
OSAIC WEALTH, INC. · Florence, KY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Florence, KY

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