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Bo Lieghley

Strategic Advisers LLC

Springfield, OH

Beavercreek, OH

Beavercreek, OH

CRD 7428845

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Springfield, OH • United States

70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • United States

4389 Walnut St., Beavercreek, OH 45440-1491 • 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 Beavercreek OH 06/2021 Present
Badcock Home Furniture & More Arcadia FL 03/2018 06/2021
National Golf Links South Vienna OH 03/2015 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Beavercreek, OH
  • 03/2018 → 06/2021
    Badcock Home Furniture & More
    Arcadia, FL
  • 03/2015 → 03/2018
    National Golf Links
    South Vienna, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beavercreek, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-27
S63 Uniform Securities Agent State Law Examination 2022-01-22
  • S65 Uniform Investment Adviser Law Examination
    2022-08-27
  • S63 Uniform Securities Agent State Law Examination
    2022-01-22
Other Names
  • Bo Samuel Lieghley
  • Bo Lieghley

View on SEC IAPD

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