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Larry Neal

Strategic Advisers LLC

Covington, KY

Burlington, 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

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

Burlington, KY • 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 08/2021 Present
Spectrum Enterprise Edgewood KY 05/2020 08/2021
Ede Solutions Cincinnati OH 05/2019 03/2020
Lwn And Associates Burlington KY 07/2018 05/2019
Cincinnati Bell Technology Solutions Cincinnati OH 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 05/2020 → 08/2021
    Spectrum Enterprise
    Edgewood, KY
  • 05/2019 → 03/2020
    Ede Solutions
    Cincinnati, OH
  • 07/2018 → 05/2019
    Lwn And Associates
    Burlington, KY
  • 08/2014 → 06/2018
    Cincinnati Bell Technology Solutions
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-01-28
Other Names
  • Larry Todd Neal
  • Larry Neal

View on SEC IAPD

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CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
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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