Haley Christine Kohl

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

• 07/2016 → 10/2016
  Skyzone
  Cincinnati, OH
• 11/2016 → 10/2017
  Big Shots Sports Training
  Milford, OH
• 10/2017 → 08/2018
  Archbishop Mcnicholas High School Student
  Cincinnati, OH
• 08/2018 → 12/2018
  Chipotle
  Cincinnati, OH
• 06/2019 → 08/2021
  Beechmont Toyota
  Cincinnati, OH
• 08/2021 → Present
  Fidelity Investments
  Convington, KY
• 12/2018 → 06/2019
  Archbishop Mcnicholas High School Student
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-120223|OrgNmn:High Fashion Nails by Hales|Org Addr:Cincinnati,Ohio,US|OBA Nature:I paint nails as a side hobby |Invst Rel:N|Title:Nail Painter|Duties:Sanitize supplies, apply nails, nail art/design|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26
• S63 Uniform Securities Agent State Law Examination
  2022-02-22

Other Names

• Haley Christine Kohl
• Haley Kohl