Bradley J. Simonson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Fidelity Investments
  Covington, KY
• 01/2020 → 04/2020
  Education At Work / Fidelity Investments
  Covington, KY
• 06/2019 → 08/2019
  Lendkey Technologies
  Blue Ash, OH
• 02/2017 → 07/2021
  Steves Bp
  Cincinnati, OH
• 02/2018 → 08/2018
  Delaware North
  Cincinnati, OH
• 08/2017 → 05/2021
  University Of Cincinnati
  Cincinnati, OH
• 08/2013 → 05/2017
  Elder High School
  Cincinnati, OH
• 01/2016 → 02/2017
  Western Hills Nursing & Rehab Center And Retirement Village
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03
• S63 Uniform Securities Agent State Law Examination
  2021-12-09

Other Names

• Bradley Jerome Simonson
• Bradley Simonson