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Trenten Ledbetter

Strategic Advisers LLC

Hebron, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-08-19
OH RA APPROVED 2025-08-14
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-08-19
  • OH RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hebron, KY • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • 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
Ohio National Insurance Mason OH 11/2020 01/2021
Fifth Third Bank Latonia KY 07/2020 10/2020
Stock Yards Bank And Trust Cincinnati OH 01/2018 07/2020
Collins Nissan Louisville KY 09/2017 01/2018
Pnc Bank Covington KY 12/2016 09/2017
Cvs Pharmacy Erlanger KY 05/2016 12/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2021 07/2022
Northwestern Mutual Investment Services Llc Cincinnati OH 12/2021 09/2023
Jaclyn Purcell Cincinnati OH 07/2022 09/2023
Joel Purcell Cincinnati OH 08/2022 09/2023
Fidelity Investments Covington KY 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → 01/2021
    Ohio National Insurance
    Mason, OH
  • 07/2020 → 10/2020
    Fifth Third Bank
    Latonia, KY
  • 01/2018 → 07/2020
    Stock Yards Bank And Trust
    Cincinnati, OH
  • 09/2017 → 01/2018
    Collins Nissan
    Louisville, KY
  • 12/2016 → 09/2017
    Pnc Bank
    Covington, KY
  • 05/2016 → 12/2016
    Cvs Pharmacy
    Erlanger, KY
  • 02/2021 → 07/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2021 → 09/2023
    Northwestern Mutual Investment Services Llc
    Cincinnati, OH
  • 07/2022 → 09/2023
    Jaclyn Purcell
    Cincinnati, OH
  • 08/2022 → 09/2023
    Joel Purcell
    Cincinnati, OH
  • 09/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-102710|OrgNmn:Par Tees|Org Addr:Hebron,Kentucky,US|OBA Nature:Small Etsy shop|Invst Rel:N|Title:Shop Assistant |Duties:None. Etsy shop with one golf tee item |StrtDt:11-14-22|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-22
S63 Uniform Securities Agent State Law Examination 2022-02-08
  • S65 Uniform Investment Adviser Law Examination
    2023-09-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-08
Other Names
  • Trent Ledbetter

View on SEC IAPD

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