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Stacey Crim

Strategic Advisers LLC

Covington, KY

Taylor Mill, 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_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Taylor Mill, 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
Lyft Covington KY 07/2021 Present
Fh Cann & Associates Inc Sharonville OH 02/2019 04/2021
Amazon.COm Hebron KY 09/2018 10/2018
Total Quality Logistics Milford OH 04/2017 02/2019
General Revenue Corporation/ Navient Mason OH 05/2011 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 07/2021 → Present
    Lyft
    Covington, KY
  • 02/2019 → 04/2021
    Fh Cann & Associates Inc
    Sharonville, OH
  • 09/2018 → 10/2018
    Amazon.COm
    Hebron, KY
  • 04/2017 → 02/2019
    Total Quality Logistics
    Milford, OH
  • 05/2011 → 04/2017
    General Revenue Corporation/ Navient
    Mason, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-62477|OrgNmn:LYFT|Org Addr:TAYLOR MIL,Kentucky,US|OBA Nature:DRIVER/ SELF EMPLOYED |Invst Rel:N|Title:Independent Contractor|Duties:OPEN- USUALLY 10 HOURS ON WEEKEND |StrtDt:09-03-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-25
Other Names
  • Stacey Lynn Crim
  • Stacey Lynn Darnell
  • Stacey Crim

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
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
EP WEALTH ADVISORS · FORT WRIGHT, KY

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