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Kallie Larhett Whisman

Strategic Advisers LLC

Elsmere, KY

Covington, 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

Elsmere, KY • 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
OrganizationCityStateFromTo
Fidelity Investments Covington KY 07/2021 Present
Northern Kentucky University Elsmere KY 08/2017 07/2021
Us Bank Latonia KY 02/2020 07/2021
Unemployed Unemployed KY 11/2019 02/2020
Kenton County Clerk'S Office Covington KY 01/2019 11/2019
Bb&T Corporation Florence KY 04/2017 01/2019
Scott High School Taylor Mill KY 08/2013 08/2017
Chipotle Mexican Grill Crescent Springs KY 08/2016 04/2017
Charming Charlie Llc Crestview KY 05/2018 09/2018
Crewitts Creek Kitchen And Bar Independence KY 06/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2017 → 07/2021
    Northern Kentucky University
    Elsmere, KY
  • 02/2020 → 07/2021
    Us Bank
    Latonia, KY
  • 11/2019 → 02/2020
    Unemployed
    Unemployed, KY
  • 01/2019 → 11/2019
    Kenton County Clerk'S Office
    Covington, KY
  • 04/2017 → 01/2019
    Bb&T Corporation
    Florence, KY
  • 08/2013 → 08/2017
    Scott High School
    Taylor Mill, KY
  • 08/2016 → 04/2017
    Chipotle Mexican Grill
    Crescent Springs, KY
  • 05/2018 → 09/2018
    Charming Charlie Llc
    Crestview, KY
  • 06/2019 → 08/2019
    Crewitts Creek Kitchen And Bar
    Independence, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-01
  • S66 Uniform Combined State Law Examination
    2022-06-01
Other Names
  • Kallie Larhett Schuler
  • Kallie Schuler

View on SEC IAPD

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