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Dakota Graue

Strategic Advisers LLC

Lakeside Park, 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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lakeside Park, 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
Aerotek Florence KY 09/2020 02/2021
Aerotek Florence KY 06/2019 09/2020
Fourth Street Live! Louisville Louisville KY 01/2019 05/2019
Ch Robinson Worldwide Inc Louisville KY 05/2018 08/2018
University Of Louisville Louisville KY 08/2017 05/2019
Fiedlity Investments Covington KY 03/2021 Present
University Of Louisville Louisville KY 01/2016 05/2019
University Of Louisville Louisville KY 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 02/2021
    Aerotek
    Florence, KY
  • 06/2019 → 09/2020
    Aerotek
    Florence, KY
  • 01/2019 → 05/2019
    Fourth Street Live! Louisville
    Louisville, KY
  • 05/2018 → 08/2018
    Ch Robinson Worldwide Inc
    Louisville, KY
  • 08/2017 → 05/2019
    University Of Louisville
    Louisville, KY
  • 03/2021 → Present
    Fiedlity Investments
    Covington, KY
  • 01/2016 → 05/2019
    University Of Louisville
    Louisville, KY
  • 08/2015 → 05/2019
    University Of Louisville
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
  • S66 Uniform Combined State Law Examination
    2021-07-09

View on SEC IAPD

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