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Samuel Adams

Strategic Advisers LLC

Covington, 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 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Mariemont Movie Theatre Mariemont OH 09/2016 05/2017
Education At Work Covington KY 06/2017 06/2020
Fidelity Investments Institutional Operating Company Covington KY 07/2020 07/2021
Fidelity Brokerage Services Covington KY 07/2021 Present
Northern Kentucky University Highland Heights KY 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2017
    Mariemont Movie Theatre
    Mariemont, OH
  • 06/2017 → 06/2020
    Education At Work
    Covington, KY
  • 07/2020 → 07/2021
    Fidelity Investments Institutional Operating Company
    Covington, KY
  • 07/2021 → Present
    Fidelity Brokerage Services
    Covington, KY
  • 08/2016 → 05/2020
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Other Businesses

OBA-106134|OrgNmn:Twitch Interactive, Inc.|Org Addr:San Franci,California,US|OBA Nature:Affiliate Streamer|Invst Rel:N|Title:Sole Proprietor|Duties:None, I have no obligations as I choose if I want to stream and when.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
S63 Uniform Securities Agent State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2024-11-08
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
Other Names
  • Samuel Albert Adams
  • Samuel Adams

View on SEC IAPD

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TIMOTHY J WALLIN
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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