Beau B Otto

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-09-08
OH	RA	APPROVED	2025-09-08
TX	RA	APPROVED	2025-09-08

KY RA
APPROVED

Since 2025-09-08
OH RA
APPROVED

Since 2025-09-08
TX RA
APPROVED

Since 2025-09-08

Branch Locations

Hamilton, 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

Organization	City	State	From	To
Otto & Walsh Concrete	Cincinnati	OH	06/2016	11/2021
City Of Forest Park	Cincinnati	OH	07/2019	01/2020
Equitable Advisors, Llc	New York	NY	04/2021	07/2021
Capital University	Columbus	OH	08/2016	05/2020
Fidelity Investments	Covington	KY	11/2021	Present

06/2016 → 11/2021

Otto & Walsh Concrete

Cincinnati, OH
07/2019 → 01/2020

City Of Forest Park

Cincinnati, OH
04/2021 → 07/2021

Equitable Advisors, Llc

New York, NY
08/2016 → 05/2020

Capital University

Columbus, OH
11/2021 → Present

Fidelity Investments

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-29
S63	Uniform Securities Agent State Law Examination	2022-06-24

S66 Uniform Combined State Law Examination

2025-08-29
S63 Uniform Securities Agent State Law Examination

2022-06-24

Other Names

Beau B. Otto
Beau Otto

View on SEC IAPD

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