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Sean Lacey

Strategic Advisers LLC

Covington, KY

Newport, 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

Newport, 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
Fixture Resource Group Milford OH 05/2011 03/2020
Enova Cincinnati OH 06/2018 08/2018
Reliable Transportation Solutions Cincinnati OH 08/2018 12/2018
Or Colon Cincinnati OH 06/2019 08/2019
University Of Dayton Dayton OH 08/2015 12/2020
Amazon Hebron KY 05/2020 02/2021
Fidelity Investments Covington KY 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → 03/2020
    Fixture Resource Group
    Milford, OH
  • 06/2018 → 08/2018
    Enova
    Cincinnati, OH
  • 08/2018 → 12/2018
    Reliable Transportation Solutions
    Cincinnati, OH
  • 06/2019 → 08/2019
    Or Colon
    Cincinnati, OH
  • 08/2015 → 12/2020
    University Of Dayton
    Dayton, OH
  • 05/2020 → 02/2021
    Amazon
    Hebron, KY
  • 02/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-08
S63 Uniform Securities Agent State Law Examination 2021-08-12
  • S66 Uniform Combined State Law Examination
    2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2021-08-12
Other Names
  • Sean Patrick Lacey
  • Sean Lacey

View on SEC IAPD

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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
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